Founders Financial Securities’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 |
-7,557
| Closed | -$722K | – | 502 |
|
|
2025
Q1 | $722K | Buy |
+7,557
| New | +$722K | 0.06% | 265 |
|
|
2023
Q3 | – | Sell |
-23,540
| Closed | -$2.27M | – | 341 |
|
|
2023
Q2 | $2.27M | Buy |
23,540
+541
| +2% | +$52.3K | 0.3% | 76 |
|
|
2023
Q1 | $2.28M | Buy |
22,999
+1,189
| +5% | +$118K | 0.33% | 71 |
|
|
2022
Q4 | $2.09M | Sell |
21,810
-711
| -3% | -$68.1K | 0.33% | 74 |
|
|
2022
Q3 | $2.16M | Buy |
22,521
+3,327
| +17% | +$319K | 0.38% | 60 |
|
|
2022
Q2 | $1.96M | Sell |
19,194
-789
| -4% | -$80.7K | 0.38% | 57 |
|
|
2022
Q1 | $2.15M | Buy |
19,983
+16,381
| +455% | +$1.76M | 0.38% | 61 |
|
|
2021
Q4 | $414K | Buy |
+3,602
| New | +$414K | 0.07% | 188 |
|
|
2021
Q3 | – | Sell |
-6,516
| Closed | -$753K | – | 278 |
|
|
2021
Q2 | $753K | Sell |
6,516
-5,297
| -45% | -$612K | 0.15% | 139 |
|
|
2021
Q1 | $1.33M | Buy |
11,813
+7,846
| +198% | +$886K | 0.31% | 64 |
|
|
2020
Q4 | $476K | Sell |
3,967
-6,087
| -61% | -$730K | 0.11% | 133 |
|
|
2020
Q3 | $1.23M | Sell |
10,054
-21,428
| -68% | -$2.61M | 0.39% | 44 |
|
|
2020
Q2 | $3.84M | Sell |
31,482
-1,443
| -4% | -$176K | 1.24% | 22 |
|
|
2020
Q1 | $4M | Buy |
32,925
+28,490
| +642% | +$3.46M | 1.49% | 9 |
|
|
2019
Q4 | $489K | Buy |
4,435
+137
| +3% | +$15.1K | 0.17% | 80 |
|
|
2019
Q3 | $483K | Sell |
4,298
-2,379
| -36% | -$267K | 0.15% | 93 |
|
|
2019
Q2 | $735K | Buy |
6,677
+730
| +12% | +$80.4K | 0.24% | 65 |
|
|
2019
Q1 | $634K | Buy |
+5,947
| New | +$634K | 0.2% | 75 |
|
|
2018
Q1 | – | Sell |
-15,968
| Closed | -$1.69M | – | 104 |
|
|
2017
Q4 | $1.69M | Buy |
15,968
+2,807
| +21% | +$296K | 0.56% | 30 |
|
|
2017
Q3 | $1.4M | Buy |
13,161
+7,535
| +134% | +$803K | 0.5% | 31 |
|
|
2017
Q2 | $600K | Sell |
5,626
-388
| -6% | -$41.4K | 0.23% | 67 |
|
|
2017
Q1 | $635K | Sell |
6,014
-43
| -0.7% | -$4.54K | 0.24% | 59 |
|
|
2016
Q4 | $635K | Buy |
+6,057
| New | +$635K | 0.26% | 49 |
|
|
2016
Q3 | – | Sell |
-5,764
| Closed | -$651K | – | 86 |
|
|
2016
Q2 | $651K | Buy |
5,764
+313
| +6% | +$35.4K | 0.3% | 54 |
|
|
2016
Q1 | $601K | Buy |
5,451
+1,879
| +53% | +$207K | 0.28% | 49 |
|
|
2015
Q4 | $377K | Buy |
3,572
+346
| +11% | +$36.5K | 0.18% | 53 |
|
|
2015
Q3 | $348K | Buy |
+3,226
| New | +$348K | 0.17% | 51 |
|