Certus Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
20,816
-4,375
| -17% | -$419K | 1.28% | 21 |
|
|
2025
Q1 | $2.36M | Sell |
25,191
-491
| -2% | -$46K | 1.6% | 17 |
|
|
2024
Q4 | $2.39M | Sell |
25,682
-60
| -0.2% | -$5.59K | 1.6% | 15 |
|
|
2024
Q3 | $2.53M | Sell |
25,742
-18
| -0.1% | -$1.77K | 1.76% | 14 |
|
|
2024
Q2 | $2.41M | Sell |
25,760
-3,278
| -11% | -$307K | 1.83% | 17 |
|
|
2024
Q1 | $2.68M | Buy |
29,038
+10,501
| +57% | +$971K | 2.14% | 14 |
|
|
2023
Q4 | $1.79M | Buy |
18,537
+4,699
| +34% | +$453K | 1.52% | 17 |
|
|
2023
Q3 | $1.27M | Buy |
13,838
+6,583
| +91% | +$603K | 1.21% | 20 |
|
|
2023
Q2 | $701K | Buy |
+7,255
| New | +$701K | 0.7% | 38 |
|