Forza 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 | $1.19M | Sell |
12,385
-39,638
| -76% | -$3.8M | 0.49% | 49 |
|
|
2025
Q1 | $4.96M | Sell |
52,023
-50
| -0.1% | -$4.77K | 2.23% | 8 |
|
|
2024
Q4 | $4.81M | Hold |
52,073
| – | – | 2.19% | 9 |
|
|
2024
Q3 | $5.11M | Sell |
52,073
-421
| -0.8% | -$41.3K | 2.34% | 7 |
|
|
2024
Q2 | $4.92M | Hold |
52,494
| – | – | 2.54% | 6 |
|
|
2024
Q1 | $4.97M | Buy |
52,494
+4,300
| +9% | +$407K | 2.58% | 6 |
|
|
2023
Q4 | $4.65M | Buy |
48,194
+40,225
| +505% | +$3.88M | 2.56% | 6 |
|
|
2023
Q3 | $730K | Buy |
7,969
+2,700
| +51% | +$247K | 0.38% | 82 |
|
|
2023
Q2 | $509K | Buy |
+5,269
| New | +$509K | 0.26% | 113 |
|