Icon Wealth Advisors’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 | $744K | Buy |
7,765
+137
| +2% | +$13.1K | 0.05% | 205 |
|
|
2025
Q1 | $728K | Buy |
7,628
+49
| +0.6% | +$4.67K | 0.06% | 177 |
|
|
2024
Q4 | $701K | Buy |
7,579
+2,018
| +36% | +$187K | 0.06% | 173 |
|
|
2024
Q3 | $546K | Sell |
5,561
-1,650
| -23% | -$162K | 0.05% | 200 |
|
|
2024
Q2 | $693K | Buy |
7,211
+1,728
| +32% | +$166K | 0.06% | 171 |
|
|
2024
Q1 | $519K | Buy |
5,483
+144
| +3% | +$13.6K | 0.05% | 202 |
|
|
2023
Q4 | $515K | Buy |
+5,339
| New | +$515K | 0.05% | 189 |
|
|
2022
Q4 | $611K | Buy |
6,377
+4,239
| +198% | +$406K | 0.07% | 176 |
|
|
2022
Q3 | $205K | Buy |
+2,138
| New | +$205K | 0.02% | 290 |
|