Heritage Wealth Partners’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
Q1 | $497K | Sell |
5,212
-94
| -2% | -$8.97K | 0.76% | 29 |
|
|
2024
Q4 | $491K | Sell |
5,306
-19,323
| -78% | -$1.79M | 0.62% | 33 |
|
|
2024
Q3 | $2.42M | Buy |
24,629
+18,552
| +305% | +$1.82M | 2.84% | 13 |
|
|
2024
Q2 | $569K | Sell |
6,077
-1,562
| -20% | -$146K | 0.82% | 30 |
|
|
2024
Q1 | $736K | Hold |
7,639
| – | – | 1.5% | 21 |
|
|
2023
Q4 | $736K | Sell |
7,639
-101
| -1% | -$9.74K | 1.5% | 21 |
|
|
2023
Q3 | $709K | Sell |
7,740
-6,060
| -44% | -$555K | 1.51% | 21 |
|
|
2023
Q2 | $1.33M | Buy |
+13,800
| New | +$1.33M | 0.79% | 32 |
|
|
2023
Q1 | – | Sell |
-36,198
| Closed | -$3.48M | – | 41 |
|
|
2022
Q4 | $3.48M | Buy |
+36,198
| New | +$3.48M | 3.19% | 14 |
|