Financial Network Wealth 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 | $726K | Buy |
7,576
+344
| +5% | +$32.9K | 0.88% | 18 |
|
|
2025
Q1 | $690K | Buy |
7,232
+5,116
| +242% | +$488K | 0.91% | 19 |
|
|
2024
Q4 | $196K | Sell |
2,116
-7,576
| -78% | -$700K | 0.36% | 58 |
|
|
2024
Q3 | $951K | Sell |
9,692
-536
| -5% | -$52.6K | 0.79% | 26 |
|
|
2024
Q2 | $958K | Sell |
10,228
-383
| -4% | -$35.9K | 0.72% | 30 |
|
|
2024
Q1 | $1M | Sell |
10,611
-471
| -4% | -$44.6K | 1% | 28 |
|
|
2023
Q4 | $1.07M | Buy |
+11,082
| New | +$1.07M | 1.14% | 21 |
|