EP Wealth Advisors’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 | $218K | Sell |
2,281
-1,704
| -43% | -$163K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $380K | Sell |
3,985
-488
| -11% | -$46.5K | ﹤0.01% | 805 |
|
|
2024
Q4 | $414K | Buy |
4,473
+2,825
| +171% | +$261K | ﹤0.01% | 752 |
|
|
2024
Q3 | $162K | Buy |
+1,648
| New | +$162K | ﹤0.01% | 1087 |
|
|
2024
Q2 | – | Sell |
-2,062
| Closed | -$195K | – | 874 |
|
|
2024
Q1 | $195K | Buy |
2,062
+16
| +0.8% | +$1.52K | ﹤0.01% | 740 |
|
|
2023
Q4 | $197K | Buy |
+2,046
| New | +$197K | ﹤0.01% | 723 |
|
|
2022
Q2 | – | Sell |
-2,122
| Closed | -$228K | – | 665 |
|
|
2022
Q1 | $228K | Sell |
2,122
-3,813
| -64% | -$410K | 0.01% | 545 |
|
|
2021
Q4 | $683K | Sell |
5,935
-9,840
| -62% | -$1.13M | 0.02% | 305 |
|
|
2021
Q3 | $1.82M | Buy |
+15,775
| New | +$1.82M | 0.05% | 178 |
|
|
2021
Q1 | – | Sell |
-1,491
| Closed | -$179K | – | 502 |
|
|
2020
Q4 | $179K | Sell |
1,491
-160
| -10% | -$19.2K | 0.01% | 423 |
|
|
2020
Q3 | $201K | Hold |
1,651
| – | – | 0.01% | 348 |
|
|
2020
Q2 | $201K | Sell |
1,651
-744
| -31% | -$90.6K | 0.01% | 358 |
|
|
2020
Q1 | $291K | Buy |
+2,395
| New | +$291K | 0.01% | 313 |
|
|
2017
Q3 | – | Sell |
-20,475
| Closed | -$2.18M | – | 186 |
|
|
2017
Q2 | $2.18M | Buy |
+20,475
| New | +$2.18M | 0.27% | 56 |
|