Golden State 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 | $130K | Buy |
1,358
+12
| +0.9% | +$1.15K | 0.02% | 430 |
|
|
2025
Q1 | $128K | Sell |
1,346
-616
| -31% | -$58.8K | 0.02% | 400 |
|
|
2024
Q4 | $181K | Buy |
+1,962
| New | +$181K | 0.03% | 337 |
|
|
2020
Q4 | – | Sell |
-1,468
| Closed | -$179K | – | 324 |
|
|
2020
Q3 | $179K | Buy |
+1,468
| New | +$179K | 0.06% | 201 |
|
|
2020
Q2 | – | Sell |
-1,351
| Closed | -$164K | – | 509 |
|
|
2020
Q1 | $164K | Buy |
+1,351
| New | +$164K | 0.07% | 180 |
|
|
2019
Q4 | – | Sell |
-1,342
| Closed | -$151K | – | 455 |
|
|
2019
Q3 | $151K | Buy |
1,342
+8
| +0.6% | +$900 | 0.05% | 241 |
|
|
2019
Q2 | $146K | Buy |
1,334
+7
| +0.5% | +$766 | 0.05% | 272 |
|
|
2019
Q1 | $142K | Buy |
+1,327
| New | +$142K | 0.05% | 268 |
|