Dakota 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 | $1.07M | Sell |
11,219
-455
| -4% | -$43.6K | 0.02% | 370 |
|
|
2025
Q1 | $1.11M | Buy |
11,674
+210
| +2% | +$20K | 0.03% | 356 |
|
|
2024
Q4 | $1.06M | Sell |
11,464
-302
| -3% | -$27.9K | 0.02% | 347 |
|
|
2024
Q3 | $1.15M | Buy |
11,766
+1,210
| +11% | +$119K | 0.03% | 345 |
|
|
2024
Q2 | $989K | Hold |
10,556
| – | – | 0.02% | 369 |
|
|
2024
Q1 | $999K | Sell |
10,556
-1,335
| -11% | -$126K | 0.02% | 371 |
|
|
2023
Q4 | $1.15M | Buy |
11,891
+2,098
| +21% | +$202K | 0.04% | 294 |
|
|
2023
Q3 | $897K | Sell |
9,793
-380
| -4% | -$34.8K | 0.04% | 303 |
|
|
2023
Q2 | $983K | Buy |
10,173
+2,166
| +27% | +$209K | 0.05% | 257 |
|
|
2023
Q1 | $794K | Buy |
8,007
+387
| +5% | +$38.4K | 0.05% | 267 |
|
|
2022
Q4 | $730K | Buy |
+7,620
| New | +$730K | 0.05% | 270 |
|
|
2022
Q2 | – | Sell |
-1,989
| Closed | -$214K | – | 519 |
|
|
2022
Q1 | $214K | Buy |
+1,989
| New | +$214K | 0.02% | 402 |
|
|
2021
Q2 | – | Sell |
-2,198
| Closed | -$248K | – | 336 |
|
|
2021
Q1 | $248K | Hold |
2,198
| – | – | 0.03% | 275 |
|
|
2020
Q4 | $264K | Hold |
2,198
| – | – | 0.03% | 272 |
|
|
2020
Q3 | $268K | Hold |
2,198
| – | – | 0.04% | 232 |
|
|
2020
Q2 | $268K | Sell |
2,198
-210
| -9% | -$25.6K | 0.05% | 227 |
|
|
2020
Q1 | $293K | Buy |
+2,408
| New | +$293K | 0.06% | 198 |
|