Financial Gravity Asset 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
Q1 | $12.4K | Buy |
+130
| New | +$12.4K | ﹤0.01% | 562 |
|
|
2024
Q2 | $106K | Sell |
1,130
-1,748
| -61% | -$164K | 0.03% | 175 |
|
|
2024
Q1 | $274K | Sell |
2,878
-68,600
| -96% | -$6.54M | 0.04% | 161 |
|
|
2023
Q4 | $1.27M | Buy |
71,478
+1,323
| +2% | +$23.4K | 0.01% | 315 |
|
|
2023
Q3 | $1.14M | Buy |
70,155
+63,634
| +976% | +$1.03M | 0.01% | 326 |
|
|
2023
Q2 | $164K | Buy |
6,521
+143
| +2% | +$3.6K | 0.45% | 44 |
|
|
2023
Q1 | $49.8K | Buy |
6,378
+6,282
| +6,544% | +$49K | 1.53% | 11 |
|
|
2022
Q4 | $136K | Sell |
96
-2,208
| -96% | -$3.13M | 0.71% | 27 |
|
|
2022
Q3 | $32.2K | Buy |
2,304
+366
| +19% | +$5.11K | 1.09% | 17 |
|
|
2022
Q2 | $24.9K | Sell |
1,938
-95
| -5% | -$1.22K | 0.78% | 27 |
|
|
2022
Q1 | $26.7K | Sell |
2,033
-1,187
| -37% | -$15.6K | 0.75% | 32 |
|
|
2021
Q4 | $27.1K | Buy |
3,220
+2,987
| +1,282% | +$25.1K | 0.61% | 37 |
|
|
2021
Q3 | $115K | Sell |
233
-1
| -0.4% | -$494 | 0.05% | 313 |
|
|
2021
Q2 | $115K | Sell |
234
-31
| -12% | -$15.2K | 0.04% | 315 |
|
|
2021
Q1 | $30K | Sell |
265
-41
| -13% | -$4.64K | 0.61% | 24 |
|
|
2020
Q4 | $36K | Buy |
+306
| New | +$36K | 0.03% | 98 |
|
|
2020
Q2 | – | Sell |
-1,599
| Closed | -$194K | – | 418 |
|
|
2020
Q1 | $194K | Sell |
1,599
-1,276
| -44% | -$155K | 0.6% | 21 |
|
|
2019
Q4 | $133K | Sell |
2,875
-2,262
| -44% | -$105K | 0.09% | 222 |
|
|
2019
Q3 | $578K | Buy |
5,137
+436
| +9% | +$49.1K | 0.5% | 44 |
|
|
2019
Q2 | $517K | Sell |
4,701
-1,133
| -19% | -$125K | 0.42% | 62 |
|
|
2019
Q1 | $617K | Buy |
+5,834
| New | +$617K | 0.5% | 50 |
|
|
2018
Q3 | $1.43M | Buy |
14,095
+565
| +4% | +$57.1K | 1.49% | 15 |
|
|
2018
Q2 | $1.39M | Buy |
13,530
+917
| +7% | +$93.9K | 1.3% | 15 |
|
|
2018
Q1 | $1.28M | Buy |
+12,613
| New | +$1.28M | 1.31% | 13 |
|