KPP Advisory Services’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 | $294K | Hold |
3,069
| – | – | 0.05% | 258 |
|
|
2025
Q1 | $293K | Sell |
3,069
-240
| -7% | -$22.9K | 0.06% | 247 |
|
|
2024
Q4 | $306K | Sell |
3,309
-90
| -3% | -$8.32K | 0.07% | 196 |
|
|
2024
Q3 | $334K | Buy |
3,399
+90
| +3% | +$8.83K | 0.08% | 184 |
|
|
2024
Q2 | $310K | Sell |
3,309
-81
| -2% | -$7.59K | 0.08% | 179 |
|
|
2024
Q1 | $321K | Buy |
+3,390
| New | +$321K | 0.09% | 179 |
|
|
2023
Q4 | – | Sell |
-4,369
| Closed | -$400K | – | 163 |
|
|
2023
Q3 | $400K | Buy |
+4,369
| New | +$400K | 0.13% | 119 |
|