Horst & Graben 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 | $281K | Sell |
2,937
-79
| -3% | -$7.57K | 0.05% | 135 |
|
|
2025
Q1 | $288K | Sell |
3,016
-44
| -1% | -$4.2K | 0.05% | 125 |
|
|
2024
Q4 | $283K | Buy |
3,060
+401
| +15% | +$37.1K | 0.05% | 121 |
|
|
2024
Q3 | $261K | Buy |
2,659
+64
| +2% | +$6.28K | 0.05% | 122 |
|
|
2024
Q2 | $243K | Buy |
+2,595
| New | +$243K | 0.05% | 128 |
|
|
2021
Q1 | – | Sell |
-4,186
| Closed | -$502K | – | 131 |
|
|
2020
Q4 | $502K | Buy |
4,186
+998
| +31% | +$120K | 0.17% | 69 |
|
|
2020
Q3 | $388K | Buy |
3,188
+1,500
| +89% | +$183K | 0.15% | 76 |
|
|
2020
Q2 | $206K | Buy |
+1,688
| New | +$206K | 0.09% | 94 |
|