JFS 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
Q1 | – | Sell |
-1,181
| Closed | -$109K | – | 1964 |
|
|
2024
Q4 | $109K | Buy |
+1,181
| New | +$109K | 0.01% | 354 |
|
|
2024
Q3 | – | Sell |
-2,393
| Closed | -$224K | – | 1988 |
|
|
2024
Q2 | $224K | Buy |
2,393
+21
| +0.9% | +$1.97K | 0.02% | 230 |
|
|
2024
Q1 | $225K | Buy |
2,372
+12
| +0.5% | +$1.14K | 0.02% | 234 |
|
|
2023
Q4 | $228K | Buy |
2,360
+2,037
| +631% | +$196K | 0.02% | 220 |
|
|
2023
Q3 | $29.6K | Buy |
+323
| New | +$29.6K | ﹤0.01% | 459 |
|
|
2018
Q4 | – | Sell |
-193
| Closed | -$20K | – | 494 |
|
|
2018
Q3 | $20K | Hold |
193
| – | – | 0.01% | 326 |
|
|
2018
Q2 | $20K | Hold |
193
| – | – | 0.01% | 312 |
|
|
2018
Q1 | $20K | Hold |
193
| – | – | 0.01% | 316 |
|
|
2017
Q4 | $20K | Hold |
193
| – | – | ﹤0.01% | 332 |
|
|
2017
Q3 | $21K | Hold |
193
| – | – | 0.01% | 314 |
|
|
2017
Q2 | $21K | Hold |
193
| – | – | 0.01% | 297 |
|
|
2017
Q1 | $20K | Hold |
193
| – | – | 0.01% | 307 |
|
|
2016
Q4 | $20K | Buy |
+193
| New | +$20K | 0.01% | 307 |
|
|
2016
Q2 | – | Sell |
-98
| Closed | -$11K | – | 555 |
|
|
2016
Q1 | $11K | Hold |
98
| – | – | ﹤0.01% | 382 |
|
|
2015
Q4 | $10K | Buy |
+98
| New | +$10K | ﹤0.01% | 390 |
|
|
2015
Q1 | – | Sell |
-605
| Closed | -$64K | – | 527 |
|
|
2014
Q4 | $64K | Buy |
+605
| New | +$64K | 0.01% | 160 |
|
|
2014
Q3 | – | Sell |
-557
| Closed | -$58K | – | 492 |
|
|
2014
Q2 | $58K | Buy |
+557
| New | +$58K | 0.01% | 169 |
|