EPG 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 | $8.14K | Hold |
85
| – | – | ﹤0.01% | 277 |
|
|
2025
Q1 | $8.11K | Hold |
85
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $7.86K | Hold |
85
| – | – | ﹤0.01% | 384 |
|
|
2024
Q3 | $8.34K | Buy |
+85
| New | +$8.34K | ﹤0.01% | 380 |
|
|
2024
Q2 | – | Sell |
-85
| Closed | -$8.05K | – | 403 |
|
|
2024
Q1 | $8.05K | Hold |
85
| – | – | ﹤0.01% | 396 |
|
|
2023
Q4 | $7.95K | Hold |
85
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $7.79K | Hold |
85
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $8.21K | Hold |
85
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $8.43K | Hold |
85
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $8.14K | Hold |
85
| – | – | ﹤0.01% | 340 |
|
|
2022
Q3 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 341 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$2K | – | 291 |
|
|
2022
Q1 | $2K | Sell |
20
-69
| -78% | -$6.9K | ﹤0.01% | 386 |
|
|
2021
Q4 | $10K | Hold |
89
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $10K | Buy |
+89
| New | +$10K | ﹤0.01% | 334 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$14K | – | 422 |
|
|
2020
Q1 | $14K | Buy |
116
+34
| +41% | +$4.1K | 0.01% | 447 |
|
|
2019
Q4 | $9K | Buy |
+82
| New | +$9K | 0.01% | 437 |
|