Howe & Rusling’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 | $134K | Buy |
1,401
+55
| +4% | +$5.27K | 0.01% | 300 |
|
|
2025
Q1 | $128K | Sell |
1,346
-711
| -35% | -$67.8K | 0.01% | 285 |
|
|
2024
Q4 | $190K | Buy |
2,057
+723
| +54% | +$66.9K | 0.02% | 256 |
|
|
2024
Q3 | $131K | Sell |
1,334
-346
| -21% | -$34K | 0.01% | 263 |
|
|
2024
Q2 | $157K | Sell |
1,680
-343
| -17% | -$32.1K | 0.01% | 247 |
|
|
2024
Q1 | $191K | Hold |
2,023
| – | – | 0.02% | 248 |
|
|
2023
Q4 | $195K | Buy |
+2,023
| New | +$195K | 0.02% | 229 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.53K | – | 319 |
|
|
2022
Q4 | $1.53K | Buy |
+16
| New | +$1.53K | ﹤0.01% | 312 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$1K | – | 815 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 754 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 763 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 738 |
|
|
2019
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 739 |
|
|
2018
Q1 | – | Sell |
-30
| Closed | -$3K | – | 966 |
|
|
2017
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 631 |
|
|
2017
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 666 |
|
|
2017
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 723 |
|
|
2017
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 755 |
|
|
2016
Q4 | $3K | Sell |
30
-120
| -80% | -$12K | ﹤0.01% | 787 |
|
|
2016
Q3 | $17K | Hold |
150
| – | – | ﹤0.01% | 403 |
|
|
2016
Q2 | $17K | Sell |
150
-212
| -59% | -$24K | ﹤0.01% | 385 |
|
|
2016
Q1 | $40K | Buy |
362
+116
| +47% | +$12.8K | 0.01% | 299 |
|
|
2015
Q4 | $26K | Sell |
246
-1,078
| -81% | -$114K | 0.01% | 342 |
|
|
2015
Q3 | $143K | Sell |
1,324
-179
| -12% | -$19.3K | 0.04% | 173 |
|
|
2015
Q2 | $158K | Hold |
1,503
| – | – | 0.03% | 180 |
|
|
2015
Q1 | $163K | Hold |
1,503
| – | – | 0.04% | 172 |
|
|
2014
Q4 | $159K | Hold |
1,503
| – | – | 0.04% | 164 |
|
|
2014
Q3 | $156K | Buy |
1,503
+59
| +4% | +$6.12K | 0.04% | 157 |
|
|
2014
Q2 | $150K | Buy |
+1,444
| New | +$150K | 0.03% | 171 |
|
|
2014
Q1 | – | Sell |
-2,437
| Closed | -$242K | – | 875 |
|
|
2013
Q4 | $242K | Sell |
2,437
-681
| -22% | -$67.6K | 0.06% | 132 |
|
|
2013
Q3 | $318K | Sell |
3,118
-740
| -19% | -$75.5K | 0.12% | 108 |
|
|
2013
Q2 | $395K | Buy |
+3,858
| New | +$395K | 0.11% | 118 |
|