J.W. Coons 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 | $1.23M | Hold |
12,844
| – | – | 0.28% | 82 |
|
|
2025
Q1 | $1.22M | Hold |
12,844
| – | – | 0.32% | 76 |
|
|
2024
Q4 | $1.19M | Sell |
12,844
-395
| -3% | -$36.5K | 0.31% | 77 |
|
|
2024
Q3 | $1.3M | Buy |
13,239
+135
| +1% | +$13.2K | 0.32% | 77 |
|
|
2024
Q2 | $1.23M | Buy |
13,104
+490
| +4% | +$45.9K | 0.3% | 72 |
|
|
2024
Q1 | $1.19M | Buy |
12,614
+370
| +3% | +$35K | 0.27% | 75 |
|
|
2023
Q4 | $1.18M | Sell |
12,244
-2,690
| -18% | -$259K | 0.32% | 75 |
|
|
2023
Q3 | $1.37M | Buy |
14,934
+1,525
| +11% | +$140K | 0.39% | 61 |
|
|
2023
Q2 | $1.3M | Buy |
13,409
+345
| +3% | +$33.3K | 0.35% | 70 |
|
|
2023
Q1 | $1.29M | Sell |
13,064
-115
| -0.9% | -$11.4K | 0.37% | 67 |
|
|
2022
Q4 | $1.26M | Sell |
13,179
-181
| -1% | -$17.3K | 0.38% | 66 |
|
|
2022
Q3 | $1.28M | Sell |
13,360
-821
| -6% | -$78.8K | 0.49% | 60 |
|
|
2022
Q2 | $1.45M | Buy |
14,181
+2,270
| +19% | +$232K | 0.51% | 57 |
|
|
2022
Q1 | $1.28M | Buy |
11,911
+1,750
| +17% | +$188K | 0.38% | 68 |
|
|
2021
Q4 | $1.17M | Sell |
10,161
-480
| -5% | -$55.3K | 0.35% | 74 |
|
|
2021
Q3 | $1.23M | Hold |
10,641
| – | – | 0.42% | 69 |
|
|
2021
Q2 | $1.23M | Sell |
10,641
-550
| -5% | -$63.6K | 0.44% | 64 |
|
|
2021
Q1 | $1.26M | Buy |
11,191
+265
| +2% | +$29.9K | 0.45% | 65 |
|
|
2020
Q4 | $1.31M | Buy |
10,926
+400
| +4% | +$48K | 0.5% | 57 |
|
|
2020
Q3 | $1.28M | Buy |
10,526
+1,650
| +19% | +$201K | 0.53% | 55 |
|
|
2020
Q2 | $1.08M | Sell |
8,876
-995
| -10% | -$121K | 0.48% | 60 |
|
|
2020
Q1 | $1.2M | Buy |
+9,871
| New | +$1.2M | 0.63% | 50 |
|