Circle 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 | $3.94M | Hold |
41,174
| – | – | 0.09% | 56 |
|
|
2025
Q1 | $3.93M | Sell |
41,174
-1,111
| -3% | -$106K | 0.09% | 47 |
|
|
2024
Q4 | $3.91M | Sell |
42,285
-6,594
| -13% | -$610K | 0.08% | 53 |
|
|
2024
Q3 | $4.8M | Buy |
48,879
+27,736
| +131% | +$2.72M | 0.11% | 46 |
|
|
2024
Q2 | $1.98M | Hold |
21,143
| – | – | 0.05% | 64 |
|
|
2024
Q1 | $2M | Sell |
21,143
-1,966
| -9% | -$186K | 0.05% | 69 |
|
|
2023
Q4 | $2.23M | Hold |
23,109
| – | – | 0.06% | 60 |
|
|
2023
Q3 | $2.12M | Buy |
+23,109
| New | +$2.12M | 0.05% | 63 |
|