Evoke 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 | $1.95M | Buy |
20,328
+8,011
| +65% | +$767K | 0.04% | 148 |
|
|
2025
Q1 | $1.17M | Buy |
12,317
+1,570
| +15% | +$150K | 0.03% | 182 |
|
|
2024
Q4 | $994K | Sell |
10,747
-93
| -0.9% | -$8.6K | 0.03% | 189 |
|
|
2024
Q3 | $1.06M | Buy |
+10,840
| New | +$1.06M | 0.03% | 181 |
|
|
2024
Q2 | – | Sell |
-6,740
| Closed | -$638K | – | 227 |
|
|
2024
Q1 | $638K | Buy |
+6,740
| New | +$638K | 0.02% | 217 |
|
|
2023
Q2 | – | Sell |
-2,485
| Closed | -$246K | – | 375 |
|
|
2023
Q1 | $246K | Buy |
+2,485
| New | +$246K | 0.01% | 299 |
|
|
2022
Q4 | – | Sell |
-2,505
| Closed | -$240K | – | 727 |
|
|
2022
Q3 | $240K | Buy |
+2,505
| New | +$240K | 0.01% | 293 |
|