Guardian Wealth Advisors (North Carolina)’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 | $2.39K | Sell |
25
-88
| -78% | -$8.42K | ﹤0.01% | 524 |
|
|
2025
Q1 | $10.8K | Buy |
113
+9
| +9% | +$859 | ﹤0.01% | 461 |
|
|
2024
Q4 | $9.57K | Sell |
104
-73
| -41% | -$6.72K | ﹤0.01% | 446 |
|
|
2024
Q3 | $17.4K | Sell |
177
-249
| -58% | -$24.4K | ﹤0.01% | 360 |
|
|
2024
Q2 | $39.9K | Sell |
426
-309
| -42% | -$29K | ﹤0.01% | 312 |
|
|
2024
Q1 | $69.5K | Sell |
735
-1,319
| -64% | -$125K | 0.01% | 300 |
|
|
2023
Q4 | $198K | Buy |
2,054
+887
| +76% | +$85.5K | 0.03% | 244 |
|
|
2023
Q3 | $107K | Buy |
1,167
+708
| +154% | +$64.8K | 0.02% | 257 |
|
|
2023
Q2 | $44.4K | Sell |
459
-1,136
| -71% | -$110K | 0.01% | 291 |
|
|
2023
Q1 | $158K | Buy |
+1,595
| New | +$158K | 0.03% | 223 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$5K | – | 352 |
|
|
2022
Q2 | $5K | Hold |
51
| – | – | ﹤0.01% | 311 |
|
|
2022
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 225 |
|
|
2021
Q4 | $6K | Buy |
+51
| New | +$6K | ﹤0.01% | 215 |
|