CreativeOne Wealth’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 | $2.35M | Buy |
24,535
+2,774
| +13% | +$266K | 0.06% | 300 |
|
|
2025
Q1 | $2.08M | Buy |
21,761
+7,393
| +51% | +$705K | 0.06% | 293 |
|
|
2024
Q4 | $1.33M | Buy |
14,368
+4,176
| +41% | +$386K | 0.04% | 387 |
|
|
2024
Q3 | $1M | Buy |
10,192
+5,690
| +126% | +$558K | 0.03% | 435 |
|
|
2024
Q2 | $421K | Buy |
4,502
+494
| +12% | +$46.2K | 0.02% | 520 |
|
|
2024
Q1 | $380K | Sell |
4,008
-303
| -7% | -$28.7K | 0.02% | 648 |
|
|
2023
Q4 | $415K | Sell |
4,311
-400
| -8% | -$38.5K | 0.03% | 414 |
|
|
2023
Q3 | $431K | Sell |
4,711
-10,322
| -69% | -$944K | 0.03% | 360 |
|
|
2023
Q2 | $1.45M | Sell |
15,033
-11,916
| -44% | -$1.15M | 0.07% | 262 |
|
|
2023
Q1 | $2.67M | Buy |
26,949
+23,610
| +707% | +$2.34M | 0.13% | 132 |
|
|
2022
Q4 | $320K | Sell |
3,339
-171
| -5% | -$16.4K | 0.02% | 553 |
|
|
2022
Q3 | $337K | Sell |
3,510
-2,484
| -41% | -$238K | 0.02% | 501 |
|
|
2022
Q2 | $614K | Buy |
5,994
+712
| +13% | +$72.9K | 0.03% | 354 |
|
|
2022
Q1 | $567K | Buy |
5,282
+1,029
| +24% | +$110K | 0.03% | 397 |
|
|
2021
Q4 | $489K | Sell |
4,253
-3,671
| -46% | -$422K | 0.02% | 464 |
|
|
2021
Q3 | $913K | Sell |
7,924
-1,278
| -14% | -$147K | 0.05% | 281 |
|
|
2021
Q2 | $1.06M | Sell |
9,202
-12
| -0.1% | -$1.39K | 0.07% | 245 |
|
|
2021
Q1 | $1.04M | Buy |
9,214
+3,480
| +61% | +$393K | 0.08% | 196 |
|
|
2020
Q4 | $688K | Buy |
5,734
+1,051
| +22% | +$126K | 0.06% | 240 |
|
|
2020
Q3 | $571K | Buy |
4,683
+892
| +24% | +$109K | 0.08% | 158 |
|
|
2020
Q2 | $462K | Buy |
3,791
+26
| +0.7% | +$3.17K | 0.07% | 159 |
|
|
2020
Q1 | $458K | Buy |
3,765
+415
| +12% | +$50.5K | 0.09% | 111 |
|
|
2019
Q4 | $369K | Sell |
3,350
-753
| -18% | -$82.9K | 0.06% | 138 |
|
|
2019
Q3 | $462K | Buy |
4,103
+1,250
| +44% | +$141K | 0.09% | 97 |
|
|
2019
Q2 | $314K | Buy |
+2,853
| New | +$314K | 0.07% | 121 |
|