Financial & Tax Architects’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 | $19.5M | Buy |
203,679
+10,465
| +5% | +$1M | 4.74% | 4 |
|
|
2025
Q1 | $18.4M | Sell |
193,214
-4,016
| -2% | -$383K | 4.63% | 4 |
|
|
2024
Q4 | $18.2M | Buy |
197,230
+9,060
| +5% | +$838K | 4.64% | 3 |
|
|
2024
Q3 | $18.5M | Buy |
188,170
+986
| +0.5% | +$96.7K | 4.75% | 4 |
|
|
2024
Q2 | $17.5M | Buy |
187,184
+4,462
| +2% | +$418K | 4.7% | 5 |
|
|
2024
Q1 | $17.3M | Buy |
+182,722
| New | +$17.3M | 4.76% | 5 |
|
|
2023
Q3 | – | Sell |
-179,017
| Closed | -$17.3M | – | 87 |
|
|
2023
Q2 | $17.3M | Buy |
+179,017
| New | +$17.3M | 5.34% | 4 |
|
|
2022
Q2 | – | Sell |
-5,205
| Closed | -$559K | – | 87 |
|
|
2022
Q1 | $559K | Sell |
5,205
-92,791
| -95% | -$9.97M | 0.21% | 61 |
|
|
2021
Q4 | $11.3M | Buy |
97,996
+55,696
| +132% | +$6.41M | 4.6% | 2 |
|
|
2021
Q3 | $4.87M | Buy |
42,300
+34,320
| +430% | +$3.95M | 2.22% | 9 |
|
|
2021
Q2 | $922K | Sell |
7,980
-2,458
| -24% | -$284K | 0.45% | 51 |
|
|
2021
Q1 | $1.18M | Buy |
+10,438
| New | +$1.18M | 0.66% | 41 |
|