Flagship Private Wealth’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 | – | Sell |
-13,037
| Closed | -$1.24M | – | 106 |
|
|
2025
Q1 | $1.24M | Buy |
+13,037
| New | +$1.24M | 0.59% | 32 |
|
|
2024
Q4 | – | Sell |
-13,215
| Closed | -$1.3M | – | 102 |
|
|
2024
Q3 | $1.3M | Buy |
+13,215
| New | +$1.3M | 0.67% | 29 |
|
|
2021
Q3 | – | Sell |
-285
| Closed | -$33.3K | – | 160 |
|
|
2021
Q2 | $33.3K | Hold |
285
| – | – | 0.03% | 155 |
|
|
2021
Q1 | $32.2K | Sell |
285
-16
| -5% | -$1.81K | 0.03% | 138 |
|
|
2020
Q4 | $35.9K | Buy |
+301
| New | +$35.9K | 0.03% | 131 |
|