IFG Advisory’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 | $8.36M | Buy |
87,309
+8,609
| +11% | +$824K | 0.42% | 59 |
|
|
2025
Q1 | $7.51M | Buy |
78,700
+7,293
| +10% | +$696K | 0.42% | 60 |
|
|
2024
Q4 | $6.6M | Buy |
71,407
+2,192
| +3% | +$203K | 0.37% | 68 |
|
|
2024
Q3 | $6.79M | Buy |
69,215
+5,718
| +9% | +$561K | 0.43% | 53 |
|
|
2024
Q2 | $5.95M | Buy |
63,497
+7,576
| +14% | +$709K | 0.38% | 61 |
|
|
2024
Q1 | $5.29M | Buy |
55,921
+52,939
| +1,775% | +$5.01M | 0.39% | 69 |
|
|
2023
Q4 | $287K | Buy |
2,982
+82
| +3% | +$7.91K | 0.02% | 480 |
|
|
2023
Q3 | $266K | Buy |
+2,900
| New | +$266K | 0.02% | 461 |
|
|
2023
Q2 | – | Sell |
-2,175
| Closed | -$216K | – | 398 |
|
|
2023
Q1 | $216K | Buy |
+2,175
| New | +$216K | 0.02% | 479 |
|
|
2022
Q4 | – | Sell |
-3,315
| Closed | -$318K | – | 515 |
|
|
2022
Q3 | $318K | Buy |
3,315
+135
| +4% | +$13K | 0.03% | 400 |
|
|
2022
Q2 | $325K | Buy |
+3,180
| New | +$325K | 0.03% | 362 |
|
|
2019
Q3 | – | Sell |
-2,224
| Closed | -$244K | – | 415 |
|
|
2019
Q2 | $244K | Buy |
+2,224
| New | +$244K | 0.04% | 305 |
|
|
2018
Q4 | – | Sell |
-3,168
| Closed | -$320K | – | 342 |
|
|
2018
Q3 | $320K | Buy |
3,168
+597
| +23% | +$60.3K | 0.06% | 282 |
|
|
2018
Q2 | $263K | Sell |
2,571
-522
| -17% | -$53.4K | 0.05% | 296 |
|
|
2018
Q1 | $319K | Sell |
3,093
-397
| -11% | -$40.9K | 0.07% | 258 |
|
|
2017
Q4 | $368K | Buy |
+3,490
| New | +$368K | 0.08% | 224 |
|