Focused Wealth 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
Q2 | $2.4M | Buy |
25,021
+1,757
| +8% | +$168K | 0.29% | 44 |
|
|
2025
Q1 | $2.22M | Buy |
23,264
+3,323
| +17% | +$317K | 0.3% | 41 |
|
|
2024
Q4 | $1.84M | Buy |
19,941
+6,252
| +46% | +$578K | 0.25% | 41 |
|
|
2024
Q3 | $1.34M | Buy |
13,689
+3,412
| +33% | +$335K | 0.17% | 56 |
|
|
2024
Q2 | $962K | Buy |
10,277
+1,185
| +13% | +$111K | 0.14% | 60 |
|
|
2024
Q1 | $861K | Buy |
9,092
+3,902
| +75% | +$369K | 0.13% | 65 |
|
|
2023
Q4 | $500K | Buy |
5,190
+2,213
| +74% | +$213K | 0.08% | 77 |
|
|
2023
Q3 | $273K | Sell |
2,977
-635
| -18% | -$58.2K | 0.05% | 113 |
|
|
2023
Q2 | $349K | Sell |
3,612
-5
| -0.1% | -$483 | 0.06% | 97 |
|
|
2023
Q1 | $358K | Buy |
3,617
+18
| +0.5% | +$1.78K | 0.07% | 93 |
|
|
2022
Q4 | $345K | Buy |
+3,599
| New | +$345K | 0.07% | 98 |
|