Chemistry 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 | – | Sell |
-2,280
| Closed | -$217K | – | 200 |
|
|
2025
Q1 | $217K | Sell |
2,280
-2,253
| -50% | -$215K | 0.05% | 172 |
|
|
2024
Q4 | $419K | Sell |
4,533
-871
| -16% | -$80.5K | 0.1% | 113 |
|
|
2024
Q3 | $530K | Sell |
5,404
-22
| -0.4% | -$2.16K | 0.13% | 97 |
|
|
2024
Q2 | $508K | Sell |
5,426
-96
| -2% | -$8.99K | 0.13% | 97 |
|
|
2024
Q1 | $523K | Sell |
5,522
-132
| -2% | -$12.5K | 0.14% | 93 |
|
|
2023
Q4 | $545K | Buy |
5,654
+680
| +14% | +$65.5K | 0.16% | 86 |
|
|
2023
Q3 | $456K | Hold |
4,974
| – | – | 0.15% | 89 |
|
|
2023
Q2 | $480K | Sell |
4,974
-269
| -5% | -$26K | 0.16% | 89 |
|
|
2023
Q1 | $520K | Sell |
5,243
-825
| -14% | -$81.8K | 0.18% | 86 |
|
|
2022
Q4 | $581K | Sell |
6,068
-223
| -4% | -$21.4K | 0.23% | 73 |
|
|
2022
Q3 | $604K | Sell |
6,291
-805
| -11% | -$77.3K | 0.24% | 74 |
|
|
2022
Q2 | $726K | Sell |
7,096
-841
| -11% | -$86K | 0.28% | 64 |
|
|
2022
Q1 | $853K | Buy |
+7,937
| New | +$853K | 0.29% | 56 |
|