Focus Partners 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 | $14.6M | Sell |
151,933
-33,922
| -18% | -$3.25M | 0.03% | 425 |
|
|
2025
Q1 | $17.7M | Sell |
185,855
-426,315
| -70% | -$40.7M | 0.04% | 352 |
|
|
2024
Q4 | $56.6M | Buy |
612,170
+596,946
| +3,921% | +$55.2M | 0.15% | 141 |
|
|
2024
Q3 | $1.49M | Sell |
15,224
-1,151,188
| -99% | -$113M | ﹤0.01% | 835 |
|
|
2024
Q2 | $109M | Buy |
1,166,412
+580,538
| +99% | +$54.4M | 0.37% | 65 |
|
|
2024
Q1 | $55.5M | Buy |
585,874
+571,274
| +3,913% | +$54.1M | 0.45% | 52 |
|
|
2023
Q4 | $1.41M | Buy |
+14,600
| New | +$1.41M | 0.02% | 399 |
|