GeoWealth 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 | $1.19M | Buy |
12,468
+6,838
| +121% | +$655K | 0.05% | 221 |
|
|
2025
Q1 | $537K | Sell |
5,630
-4,576
| -45% | -$436K | 0.02% | 409 |
|
|
2024
Q4 | $944K | Sell |
10,206
-47,585
| -82% | -$4.4M | 0.03% | 310 |
|
|
2024
Q3 | $5.67M | Buy |
57,791
+16,412
| +40% | +$1.61M | 0.2% | 93 |
|
|
2024
Q2 | $3.88M | Sell |
41,379
-6,300
| -13% | -$590K | 0.17% | 92 |
|
|
2024
Q1 | $4.51M | Buy |
47,679
+8,703
| +22% | +$824K | 0.17% | 102 |
|
|
2023
Q4 | $3.76M | Buy |
38,976
+19,020
| +95% | +$1.83M | 0.31% | 74 |
|
|
2023
Q3 | $1.83M | Buy |
19,956
+484
| +2% | +$44.3K | 0.21% | 102 |
|
|
2023
Q2 | $1.88M | Buy |
19,472
+15,923
| +449% | +$1.54M | 0.2% | 88 |
|
|
2023
Q1 | $353K | Buy |
3,549
+1,060
| +43% | +$105K | 0.04% | 162 |
|
|
2022
Q4 | $239K | Sell |
2,489
-154
| -6% | -$14.8K | 0.03% | 225 |
|
|
2022
Q3 | $252K | Sell |
2,643
-1,697
| -39% | -$162K | 0.03% | 216 |
|
|
2022
Q2 | $442K | Sell |
4,340
-4,607
| -51% | -$469K | 0.06% | 166 |
|
|
2022
Q1 | $960K | Sell |
8,947
-116,667
| -93% | -$12.5M | 0.08% | 148 |
|
|
2021
Q4 | $14.4M | Buy |
125,614
+122,412
| +3,823% | +$14.1M | 1.18% | 21 |
|
|
2021
Q3 | $367K | Sell |
3,202
-3,127
| -49% | -$358K | 0.03% | 248 |
|
|
2021
Q2 | $730K | Sell |
6,329
-55
| -0.9% | -$6.34K | 0.09% | 119 |
|
|
2021
Q1 | $721K | Sell |
6,384
-1,475
| -19% | -$167K | 0.11% | 100 |
|
|
2020
Q4 | $943K | Sell |
7,859
-946
| -11% | -$114K | 0.15% | 112 |
|
|
2020
Q3 | $1.07M | Buy |
8,805
+3,857
| +78% | +$470K | 0.32% | 79 |
|
|
2020
Q2 | $603K | Buy |
4,948
+1,714
| +53% | +$209K | 0.25% | 87 |
|
|
2020
Q1 | $393K | Sell |
3,234
-5
| -0.2% | -$608 | 0.28% | 60 |
|
|
2019
Q4 | $357K | Sell |
3,239
-6,737
| -68% | -$743K | 0.19% | 67 |
|
|
2019
Q3 | $1.12M | Buy |
+9,976
| New | +$1.12M | 0.25% | 61 |
|