Fiduciary Alliance’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 | $811K | Buy |
8,468
+1,691
| +25% | +$162K | 0.06% | 248 |
|
|
2025
Q1 | $646K | Buy |
6,777
+1,233
| +22% | +$118K | 0.06% | 222 |
|
|
2024
Q4 | $513K | Buy |
5,544
+195
| +4% | +$18K | 0.05% | 230 |
|
|
2024
Q3 | $525K | Buy |
+5,349
| New | +$525K | 0.07% | 153 |
|
|
2024
Q2 | – | Sell |
-3,395
| Closed | -$318K | – | 220 |
|
|
2024
Q1 | $318K | Sell |
3,395
-638
| -16% | -$59.7K | 0.06% | 151 |
|
|
2023
Q4 | $389K | Buy |
4,033
+1,014
| +34% | +$97.7K | 0.08% | 130 |
|
|
2023
Q3 | $277K | Buy |
3,019
+1,047
| +53% | +$95.9K | 0.06% | 143 |
|
|
2023
Q2 | $190K | Buy |
+1,972
| New | +$190K | 0.04% | 152 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$2.97K | – | 463 |
|
|
2022
Q4 | $2.97K | Buy |
+31
| New | +$2.97K | ﹤0.01% | 625 |
|