Joule Financial’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 | $16.2M | Buy |
169,407
+1,097
| +0.7% | +$105K | 5.27% | 6 |
|
|
2025
Q1 | $16.1M | Buy |
168,310
+4,332
| +3% | +$413K | 5.63% | 5 |
|
|
2024
Q4 | $15.2M | Buy |
163,978
+4,503
| +3% | +$416K | 5.36% | 6 |
|
|
2024
Q3 | $15.6M | Buy |
159,475
+31,452
| +25% | +$3.09M | 5.69% | 6 |
|
|
2024
Q2 | $12M | Buy |
128,023
+115,065
| +888% | +$10.8M | 4.87% | 6 |
|
|
2024
Q1 | $1.23M | Buy |
12,958
+1,694
| +15% | +$160K | 0.51% | 28 |
|
|
2023
Q4 | $1.09M | Buy |
11,264
+1,136
| +11% | +$109K | 0.5% | 30 |
|
|
2023
Q3 | $928K | Buy |
10,128
+182
| +2% | +$16.7K | 0.47% | 31 |
|
|
2023
Q2 | $961K | Buy |
9,946
+1,167
| +13% | +$113K | 0.5% | 27 |
|
|
2023
Q1 | $870K | Buy |
8,779
+1,118
| +15% | +$111K | 0.47% | 28 |
|
|
2022
Q4 | $734K | Buy |
7,661
+118
| +2% | +$11.3K | 0.49% | 32 |
|
|
2022
Q3 | $724K | Hold |
7,543
| – | – | 0.54% | 32 |
|
|
2022
Q2 | $772K | Buy |
+7,543
| New | +$772K | 0.6% | 29 |
|