Darwin 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 | $2.27K | Sell |
23
-22
| -49% | -$2.17K | ﹤0.01% | 472 |
|
|
2025
Q1 | $4.2K | Hold |
45
| – | – | ﹤0.01% | 455 |
|
|
2024
Q4 | $4.2K | Sell |
45
-73
| -62% | -$6.82K | ﹤0.01% | 455 |
|
|
2024
Q3 | $11.6K | Buy |
+118
| New | +$11.6K | ﹤0.01% | 371 |
|
|
2023
Q2 | – | Sell |
-3,523
| Closed | -$346K | – | 155 |
|
|
2023
Q1 | $346K | Buy |
+3,523
| New | +$346K | 0.09% | 112 |
|
|
2021
Q3 | – | Sell |
-1,822
| Closed | -$210K | – | 178 |
|
|
2021
Q2 | $210K | Sell |
1,822
-19
| -1% | -$2.19K | 0.03% | 167 |
|
|
2021
Q1 | $207K | Sell |
1,841
-74
| -4% | -$8.32K | 0.04% | 161 |
|
|
2020
Q4 | $229K | Sell |
1,915
-44
| -2% | -$5.26K | 0.04% | 150 |
|
|
2020
Q3 | $238K | Sell |
1,959
-1,372
| -41% | -$167K | 0.05% | 140 |
|
|
2020
Q2 | $406K | Sell |
3,331
-428
| -11% | -$52.2K | 0.1% | 108 |
|
|
2020
Q1 | $456K | Sell |
3,759
-439
| -10% | -$53.3K | 0.15% | 88 |
|
|
2019
Q4 | $463K | Buy |
4,198
+270
| +7% | +$29.8K | 0.12% | 112 |
|
|
2019
Q3 | $442K | Buy |
3,928
+184
| +5% | +$20.7K | 0.13% | 103 |
|
|
2019
Q2 | $412K | Sell |
3,744
-291
| -7% | -$32K | 0.13% | 107 |
|
|
2019
Q1 | $430K | Buy |
4,035
+406
| +11% | +$43.3K | 0.14% | 103 |
|
|
2018
Q4 | $378K | Sell |
3,629
-681
| -16% | -$70.9K | 0.26% | 62 |
|
|
2018
Q3 | $437K | Sell |
4,310
-113
| -3% | -$11.5K | 0.24% | 70 |
|
|
2018
Q2 | $452K | Buy |
4,423
+2,186
| +98% | +$223K | 0.29% | 68 |
|
|
2018
Q1 | $231K | Buy |
2,237
+313
| +16% | +$32.3K | 0.17% | 110 |
|
|
2017
Q4 | $203K | Buy |
+1,924
| New | +$203K | 0.09% | 154 |
|