Independent Family Office’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 | $1.17M | Hold |
12,258
| – | – | 0.54% | 34 |
|
|
2025
Q1 | $1.17M | Sell |
12,258
-4,357
| -26% | -$416K | 0.61% | 29 |
|
|
2024
Q4 | $1.54M | Sell |
16,615
-9,186
| -36% | -$849K | 0.8% | 22 |
|
|
2024
Q3 | $2.53M | Buy |
25,801
+5,712
| +28% | +$559K | 1.27% | 16 |
|
|
2024
Q2 | $1.88M | Sell |
20,089
-4,233
| -17% | -$396K | 1.07% | 18 |
|
|
2024
Q1 | $2.3M | Buy |
24,322
+280
| +1% | +$26.5K | 1.24% | 19 |
|
|
2023
Q4 | $2.32M | Hold |
24,042
| – | – | 1.31% | 16 |
|
|
2023
Q3 | $2.2M | Buy |
24,042
+1,439
| +6% | +$132K | 1.38% | 15 |
|
|
2023
Q2 | $2.18M | Buy |
22,603
+2,025
| +10% | +$196K | 1.32% | 15 |
|
|
2023
Q1 | $2.04M | Buy |
20,578
+100
| +0.5% | +$9.91K | 1.18% | 16 |
|
|
2022
Q4 | $1.96M | Hold |
20,478
| – | – | 1.18% | 18 |
|
|
2022
Q3 | $1.97M | Hold |
20,478
| – | – | 0.97% | 16 |
|
|
2022
Q2 | $2.1K | Buy |
20,478
+8,062
| +65% | +$825 | 1.03% | 14 |
|
|
2022
Q1 | $1.33M | Buy |
12,416
+10,453
| +533% | +$1.12M | 0.44% | 24 |
|
|
2021
Q4 | $226K | Hold |
1,963
| – | – | 0.09% | 53 |
|
|
2021
Q3 | $226K | Hold |
1,963
| – | – | 0.09% | 46 |
|
|
2021
Q2 | $227K | Hold |
1,963
| – | – | 0.09% | 53 |
|
|
2021
Q1 | $222K | Hold |
1,963
| – | – | 0.09% | 60 |
|
|
2020
Q4 | $235K | Hold |
1,963
| – | – | 0.1% | 57 |
|
|
2020
Q3 | $239K | Hold |
1,963
| – | – | 0.11% | 53 |
|
|
2020
Q2 | $239K | Hold |
1,963
| – | – | 0.12% | 56 |
|
|
2020
Q1 | $238K | Hold |
1,963
| – | – | 0.15% | 50 |
|
|
2019
Q4 | $216K | Buy |
+1,963
| New | +$216K | 0.14% | 50 |
|