Founders Financial Alliance’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 |
-358
| Closed | -$34.1K | – | 583 |
|
|
2025
Q1 | $34.1K | Hold |
358
| – | – | 0.01% | 469 |
|
|
2024
Q4 | $33.1K | Hold |
358
| – | – | 0.01% | 412 |
|
|
2024
Q3 | $35.1K | Sell |
358
-68
| -16% | -$6.67K | 0.01% | 415 |
|
|
2024
Q2 | $39.9K | Hold |
426
| – | – | 0.01% | 392 |
|
|
2024
Q1 | $40.3K | Buy |
426
+362
| +566% | +$34.3K | 0.01% | 401 |
|
|
2023
Q4 | $6.17K | Hold |
64
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $5.86K | Sell |
64
-306
| -83% | -$28K | ﹤0.01% | 438 |
|
|
2023
Q2 | $35.7K | Buy |
370
+177
| +92% | +$17.1K | 0.01% | 368 |
|
|
2023
Q1 | $19.1K | Buy |
193
+150
| +349% | +$14.9K | 0.01% | 375 |
|
|
2022
Q4 | $4.12K | Sell |
43
-85
| -66% | -$8.14K | ﹤0.01% | 451 |
|
|
2022
Q3 | $12K | Hold |
128
| – | – | 0.01% | 407 |
|
|
2022
Q2 | $13K | Hold |
128
| – | – | 0.01% | 422 |
|
|
2022
Q1 | $14K | Sell |
128
-105
| -45% | -$11.5K | 0.01% | 373 |
|
|
2021
Q4 | $27K | Hold |
233
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $27K | Hold |
233
| – | – | 0.01% | 364 |
|
|
2021
Q2 | $27K | Sell |
233
-644
| -73% | -$74.6K | 0.01% | 383 |
|
|
2021
Q1 | $100K | Sell |
877
-224
| -20% | -$25.5K | 0.05% | 274 |
|
|
2020
Q4 | $132K | Buy |
1,101
+224
| +26% | +$26.9K | 0.07% | 225 |
|
|
2020
Q3 | $107K | Buy |
+877
| New | +$107K | 0.06% | 249 |
|