GG
GenWealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2M | Buy |
388,469
+7,269
| +2% | +$696K | 7.5% | 4 |
|
|
2025
Q1 | $36.4M | Buy |
381,200
+133,993
| +54% | +$12.8M | 8.01% | 5 |
|
|
2024
Q4 | $22.9M | Sell |
247,207
-44,709
| -15% | -$4.13M | 5.2% | 5 |
|
|
2024
Q3 | $28.6M | Buy |
291,916
+4,808
| +2% | +$472K | 6.59% | 4 |
|
|
2024
Q2 | $26.9M | Buy |
287,108
+2,304
| +0.8% | +$216K | 6.62% | 4 |
|
|
2024
Q1 | $27M | Buy |
284,804
+32,151
| +13% | +$3.04M | 6.79% | 4 |
|
|
2023
Q4 | $24.4M | Buy |
252,653
+2,436
| +1% | +$235K | 6.73% | 4 |
|
|
2023
Q3 | $22.9M | Buy |
250,217
+8,781
| +4% | +$804K | 6.95% | 4 |
|
|
2023
Q2 | $23.3M | Buy |
241,436
+254
| +0.1% | +$24.5K | 6.71% | 4 |
|
|
2023
Q1 | $23.9M | Buy |
241,182
+10,158
| +4% | +$1.01M | 7.32% | 4 |
|
|
2022
Q4 | $22.1M | Sell |
231,024
-43,742
| -16% | -$4.19M | 7.24% | 3 |
|
|
2022
Q3 | $26.4M | Sell |
274,766
-6,223
| -2% | -$597K | 8.93% | 4 |
|
|
2022
Q2 | $28.7M | Sell |
280,989
-60,367
| -18% | -$6.18M | 9.19% | 3 |
|
|
2022
Q1 | $36.7M | Buy |
341,356
+34,355
| +11% | +$3.69M | 10.18% | 2 |
|
|
2021
Q4 | $35.3M | Sell |
307,001
-8,177
| -3% | -$940K | 9.56% | 2 |
|
|
2021
Q3 | $36.3M | Buy |
315,178
+4,210
| +1% | +$485K | 10.65% | 1 |
|
|
2021
Q2 | $35.9M | Buy |
310,968
+10,386
| +3% | +$1.2M | 10.59% | 1 |
|
|
2021
Q1 | $33.9M | Buy |
300,582
+31,632
| +12% | +$3.57M | 10.78% | 1 |
|
|
2020
Q4 | $32.3M | Buy |
268,950
+11,798
| +5% | +$1.42M | 10.69% | 1 |
|
|
2020
Q3 | $31.1M | Buy |
257,152
+2,906
| +1% | +$351K | 11.24% | 1 |
|
|
2020
Q2 | $30.9M | Buy |
254,246
+41,708
| +20% | +$5.07M | 12% | 1 |
|
|
2020
Q1 | $25.8M | Buy |
212,538
+52,510
| +33% | +$6.38M | 11.25% | 3 |
|
|
2019
Q4 | $17.6M | Sell |
160,028
-11,568
| -7% | -$1.28M | 6.83% | 3 |
|
|
2019
Q3 | $19.3M | Sell |
171,596
-17,844
| -9% | -$2.01M | 8.03% | 2 |
|
|
2019
Q2 | $20.9M | Sell |
189,440
-10,721
| -5% | -$1.18M | 8.89% | 1 |
|
|
2019
Q1 | $21.2M | Sell |
200,161
-9,117
| -4% | -$964K | 9.58% | 1 |
|
|
2018
Q4 | $21.8M | Sell |
209,278
-9,555
| -4% | -$996K | 10.85% | 3 |
|
|
2018
Q3 | $22.1M | Buy |
218,833
+3,214
| +1% | +$325K | 10.17% | 1 |
|
|
2018
Q2 | $22.1M | Buy |
215,619
+13,671
| +7% | +$1.4M | 10.85% | 1 |
|
|
2018
Q1 | $20.8M | Buy |
201,948
+11,554
| +6% | +$1.19M | 10.71% | 2 |
|
|
2017
Q4 | $19.8M | Buy |
190,394
+22,119
| +13% | +$2.29M | 9.91% | 1 |
|
|
2017
Q3 | $17.9M | Buy |
168,275
+12,066
| +8% | +$1.29M | 10.74% | 1 |
|
|
2017
Q2 | $16.7M | Buy |
+156,209
| New | +$16.7M | 11.21% | 1 |
|