Future Financial 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 | $57.5K | Hold |
600
| – | – | 0.04% | 224 |
|
|
2025
Q1 | $57.2K | Hold |
600
| – | – | 0.04% | 220 |
|
|
2024
Q4 | $55.5K | Hold |
600
| – | – | 0.04% | 228 |
|
|
2024
Q3 | $58.9K | Buy |
+600
| New | +$58.9K | 0.04% | 234 |
|
|
2024
Q2 | – | Sell |
-12,872
| Closed | -$1.22M | – | 262 |
|
|
2024
Q1 | $1.22M | Buy |
12,872
+240
| +2% | +$22.7K | 0.94% | 27 |
|
|
2023
Q4 | $1.22M | Buy |
12,632
+329
| +3% | +$31.7K | 1.21% | 25 |
|
|
2023
Q3 | $1.13M | Buy |
+12,303
| New | +$1.13M | 1.25% | 27 |
|