Innova Wealth Partners’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 | $419K | Sell |
4,375
-93,100
| -96% | -$8.92M | 0.25% | 58 |
|
|
2025
Q1 | $9.3M | Buy |
97,475
+61,455
| +171% | +$5.86M | 5.76% | 2 |
|
|
2024
Q4 | $3.33M | Buy |
+36,020
| New | +$3.33M | 2.1% | 14 |
|
|
2024
Q3 | – | Sell |
-11,244
| Closed | -$1.05M | – | 103 |
|
|
2024
Q2 | $1.05M | Buy |
11,244
+6,938
| +161% | +$650K | 0.75% | 31 |
|
|
2024
Q1 | $408K | Sell |
4,306
-35
| -0.8% | -$3.31K | 0.31% | 51 |
|
|
2023
Q4 | $418K | Sell |
4,341
-58,051
| -93% | -$5.6M | 0.36% | 40 |
|
|
2023
Q3 | $5.71M | Sell |
62,392
-124,920
| -67% | -$11.4M | 5.13% | 5 |
|
|
2023
Q2 | $18.1M | Buy |
187,312
+29,113
| +18% | +$2.81M | 15.41% | 1 |
|
|
2023
Q1 | $15.7M | Buy |
158,199
+108,355
| +217% | +$10.7M | 13.74% | 2 |
|
|
2022
Q4 | $4.77M | Sell |
49,844
-47,408
| -49% | -$4.54M | 4.19% | 7 |
|
|
2022
Q3 | $9.34M | Sell |
97,252
-7,629
| -7% | -$732K | 8.51% | 4 |
|
|
2022
Q2 | $10.7M | Sell |
104,881
-98,995
| -49% | -$10.1M | 9.03% | 3 |
|
|
2022
Q1 | $21.9M | Buy |
203,876
+77,700
| +62% | +$8.35M | 15.75% | 1 |
|
|
2021
Q4 | $14.5M | Buy |
126,176
+105,969
| +524% | +$12.2M | 10.26% | 1 |
|
|
2021
Q3 | $2.33M | Buy |
20,207
+10,507
| +108% | +$1.21M | 1.85% | 19 |
|
|
2021
Q2 | $1.12M | Buy |
9,700
+167
| +2% | +$19.3K | 0.88% | 25 |
|
|
2021
Q1 | $1.08M | Buy |
9,533
+122
| +1% | +$13.8K | 0.92% | 26 |
|
|
2020
Q4 | $1.13M | Buy |
+9,411
| New | +$1.13M | 1.06% | 24 |
|