Farther Finance 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
$1.52M Sell
15,821
-518
-3% -$49.6K 0.03% 450
2025
Q1
$1.56M Buy
16,339
+13,446
+465% +$1.28M 0.04% 358
2024
Q4
$268K Buy
2,893
+343
+13% +$31.7K 0.01% 857
2024
Q3
$250K Buy
2,550
+242
+10% +$23.7K 0.01% 906
2024
Q2
$214K Buy
2,308
+238
+11% +$22.1K 0.01% 813
2024
Q1
$194K Buy
2,070
+633
+44% +$59.2K 0.01% 697
2023
Q4
$139K Buy
1,437
+758
+112% +$73.1K 0.01% 682
2023
Q3
$62.2K Sell
679
-3,146
-82% -$288K 0.01% 714
2023
Q2
$369K Sell
3,825
-58
-1% -$5.6K 0.08% 208
2023
Q1
$385K Sell
3,883
-1,695
-30% -$168K 0.11% 168
2022
Q4
$534K Buy
+5,578
New +$534K 0.21% 95