Creative Financial Designs’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 | $313K | Buy |
3,265
+752
| +30% | +$72K | 0.02% | 394 |
|
2025
Q1 | $240K | Sell |
2,513
-5
| -0.2% | -$477 | 0.02% | 403 |
|
2024
Q4 | $233K | Buy |
2,518
+338
| +16% | +$31.2K | 0.02% | 411 |
|
2024
Q3 | $214K | Buy |
2,180
+861
| +65% | +$84.5K | 0.02% | 432 |
|
2024
Q2 | $124K | Buy |
1,319
+223
| +20% | +$20.9K | 0.01% | 537 |
|
2024
Q1 | $104K | Sell |
1,096
-252
| -19% | -$23.9K | 0.01% | 562 |
|
2023
Q4 | $130K | Sell |
1,348
-587
| -30% | -$56.6K | 0.01% | 483 |
|
2023
Q3 | $177K | Buy |
1,935
+613
| +46% | +$56.2K | 0.02% | 358 |
|
2023
Q2 | $128K | Sell |
1,322
-510
| -28% | -$49.3K | 0.02% | 433 |
|
2023
Q1 | $182K | Sell |
1,832
-1,170
| -39% | -$116K | 0.02% | 344 |
|
2022
Q4 | $288K | Buy |
3,002
+2,054
| +217% | +$197K | 0.04% | 269 |
|
2022
Q3 | $91K | Sell |
948
-60
| -6% | -$5.76K | 0.01% | 450 |
|
2022
Q2 | $103K | Buy |
1,008
+353
| +54% | +$36.1K | 0.02% | 433 |
|
2022
Q1 | $70K | Sell |
655
-76
| -10% | -$8.12K | 0.01% | 489 |
|
2021
Q4 | $84K | Buy |
731
+200
| +38% | +$23K | 0.01% | 469 |
|
2021
Q3 | $61K | Buy |
531
+154
| +41% | +$17.7K | 0.01% | 559 |
|
2021
Q2 | $44K | Buy |
377
+131
| +53% | +$15.3K | 0.01% | 639 |
|
2021
Q1 | $28K | Sell |
246
-2,259
| -90% | -$257K | 0.01% | 702 |
|
2020
Q4 | $300K | Buy |
2,505
+628
| +33% | +$75.2K | 0.06% | 213 |
|
2020
Q3 | $229K | Buy |
1,877
+1,278
| +213% | +$156K | 0.06% | 223 |
|
2020
Q2 | $73K | Buy |
+599
| New | +$73K | 0.02% | 350 |
|
2018
Q2 | – | Sell |
-29
| Closed | -$3K | – | 767 |
|
2018
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 560 |
|
2017
Q4 | $3K | Sell |
29
-31
| -52% | -$3.21K | ﹤0.01% | 556 |
|
2017
Q3 | $6K | Sell |
60
-3
| -5% | -$300 | ﹤0.01% | 476 |
|
2017
Q2 | $7K | Buy |
63
+31
| +97% | +$3.44K | ﹤0.01% | 465 |
|
2017
Q1 | $3K | Sell |
32
-217
| -87% | -$20.3K | ﹤0.01% | 553 |
|
2016
Q4 | $26K | Buy |
+249
| New | +$26K | 0.02% | 287 |
|