Highline 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
Q2 | $54.6K | Sell |
570
-7
| -1% | -$670 | 0.02% | 143 |
|
2025
Q1 | $55K | Buy |
577
+1
| +0.2% | +$95 | 0.02% | 129 |
|
2024
Q4 | $53.3K | Buy |
576
+7
| +1% | +$647 | 0.02% | 126 |
|
2024
Q3 | $55.8K | Buy |
569
+5
| +0.9% | +$491 | 0.02% | 127 |
|
2024
Q2 | $52.8K | Buy |
564
+5
| +0.9% | +$468 | 0.02% | 125 |
|
2024
Q1 | $52.9K | Sell |
559
-22
| -4% | -$2.08K | 0.02% | 132 |
|
2023
Q4 | $56K | Sell |
581
-828
| -59% | -$79.9K | 0.03% | 124 |
|
2023
Q3 | $129K | Buy |
1,409
+11
| +0.8% | +$1.01K | 0.08% | 94 |
|
2023
Q2 | $135K | Sell |
1,398
-974
| -41% | -$94.1K | 0.09% | 93 |
|
2023
Q1 | $235K | Sell |
2,372
-23,066
| -91% | -$2.29M | 0.16% | 82 |
|
2022
Q4 | $2.44M | Buy |
+25,438
| New | +$2.44M | 1.8% | 13 |
|