FSC Wealth Advisors’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 |
-414
| Closed | -$39.5K | – | 156 |
|
|
2025
Q1 | $39.5K | Hold |
414
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $38.2K | Hold |
414
| – | – | 0.02% | 129 |
|
|
2024
Q3 | $40.6K | Hold |
414
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $38.7K | Hold |
414
| – | – | 0.03% | 117 |
|
|
2024
Q1 | $39.2K | Hold |
414
| – | – | 0.03% | 118 |
|
|
2023
Q4 | $39.9K | Hold |
414
| – | – | 0.03% | 110 |
|
|
2023
Q3 | $37.9K | Buy |
414
+309
| +294% | +$28.3K | 0.04% | 92 |
|
|
2023
Q2 | $10.1K | Hold |
105
| – | – | 0.01% | 146 |
|
|
2023
Q1 | $10.4K | Hold |
105
| – | – | 0.02% | 117 |
|
|
2022
Q4 | $10K | Hold |
105
| – | – | 0.02% | 111 |
|
|
2022
Q3 | $10K | Sell |
105
-52
| -33% | -$4.95K | 0.1% | 107 |
|
|
2022
Q2 | $16K | Hold |
157
| – | – | 0.14% | 87 |
|
|
2022
Q1 | $17K | Hold |
157
| – | – | 0.02% | 105 |
|
|
2021
Q4 | $18K | Buy |
+157
| New | +$18K | 0.01% | 114 |
|