Kingsview Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Kingsview Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.9M	Sell	218,069 -11,967	-5%	-$1.15M	0.35%	49
2025 Q1	$21.9M	Buy	230,036 +31,778	+16%	+$3.03M	0.41%	42
2024 Q4	$18.3M	Sell	198,258 -37,453	-16%	-$3.46M	0.36%	49
2024 Q3	$23.1M	Buy	235,711 +73,876	+46%	+$7.25M	0.49%	46
2024 Q2	$15.2M	Buy	161,835 +19,616	+14%	+$1.84M	0.36%	51
2024 Q1	$13.5M	Sell	142,219 -5,299	-4%	-$502K	0.34%	60
2023 Q4	$14.2M	Buy	147,518 +19,452	+15%	+$1.87M	0.42%	49
2023 Q3	$11.7M	Sell	128,066 -28,779	-18%	-$2.64M	0.42%	54
2023 Q2	$15.2M	Buy	156,845 +5,274	+3%	+$509K	0.59%	27
2023 Q1	$15M	Buy	151,571 +58,540	+63%	+$5.8M	0.63%	26
2022 Q4	$8.91M	Sell	93,031 -28,350	-23%	-$2.72M	0.39%	56
2022 Q3	$11.7M	Sell	121,381 -12,722	-9%	-$1.22M	0.55%	33
2022 Q2	$13.7M	Buy	134,103 +30,000	+29%	+$3.07M	0.66%	25
2022 Q1	$11.2M	Buy	104,103 +6,878	+7%	+$739K	0.49%	41
2021 Q4	$11.2M	Buy	97,225 +42,508	+78%	+$4.89M	0.47%	40
2021 Q3	$6.3M	Buy	54,717 +10,261	+23%	+$1.18M	0.3%	74
2021 Q2	$5.13M	Buy	44,456 +11,130	+33%	+$1.28M	0.25%	83
2021 Q1	$3.78M	Buy	33,326 +10,164	+44%	+$1.15M	0.21%	108
2020 Q4	$2.78M	Buy	23,162 +8,847	+62%	+$1.06M	0.2%	115
2020 Q3	$1.74M	Buy	+14,315	New	+$1.74M	0.16%	148
2019 Q4	–	Sell	-18,708	Closed	-$2.1M	–	474
2019 Q3	$2.1M	Sell	18,708 -32,277	-63%	-$3.63M	0.33%	85
2019 Q2	$5.61M	Sell	50,985 -4,416	-8%	-$486K	0.94%	17
2019 Q1	$5.91M	Buy	55,401 +11,808	+27%	+$1.26M	0.9%	17
2018 Q4	$4.54M	Buy	43,593 +25,094	+136%	+$2.61M	0.99%	16
2018 Q3	$1.87M	Buy	18,499 +233	+1%	+$23.6K	0.38%	78
2018 Q2	$1.87M	Buy	18,266 +709	+4%	+$72.7K	0.45%	70
2018 Q1	$1.81M	Buy	17,557 +3,533	+25%	+$365K	0.45%	67
2017 Q4	$1.48M	Buy	14,024 +523	+4%	+$55.2K	0.53%	47
2017 Q3	$1.44M	Buy	13,501 +1,891	+16%	+$201K	0.63%	43
2017 Q2	$1.24M	Buy	11,610 +7,120	+159%	+$759K	0.64%	43
2017 Q1	$474K	Buy	+4,490	New	+$474K	0.28%	123