HB 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 | $461K | Sell |
4,816
-35
| -0.7% | -$3.35K | ﹤0.01% | 753 |
|
|
2025
Q1 | $463K | Buy |
4,851
+2,046
| +73% | +$195K | ﹤0.01% | 773 |
|
|
2024
Q4 | $259K | Buy |
+2,805
| New | +$259K | ﹤0.01% | 858 |
|
|
2024
Q3 | – | Sell |
-19,462
| Closed | -$1.82M | – | 969 |
|
|
2024
Q2 | $1.82M | Buy |
+19,462
| New | +$1.82M | 0.02% | 275 |
|
|
2022
Q3 | – | Sell |
-2,811
| Closed | -$288K | – | 590 |
|
|
2022
Q2 | $288K | Buy |
+2,811
| New | +$288K | 0.01% | 446 |
|