Lake Hills Wealth Management’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 |
-54,388
| Closed | -$5.03M | – | 55 |
|
|
2024
Q4 | $5.03M | Sell |
54,388
-14,435
| -21% | -$1.33M | 3.43% | 9 |
|
|
2024
Q3 | $6.75M | Buy |
68,823
+14,906
| +28% | +$1.46M | 4.52% | 6 |
|
|
2024
Q2 | $5.05M | Buy |
53,917
+8,173
| +18% | +$765K | 3.62% | 10 |
|
|
2024
Q1 | $4.33M | Buy |
+45,744
| New | +$4.33M | 3.9% | 8 |
|
|
2023
Q2 | – | Sell |
-33,693
| Closed | -$3.34M | – | 42 |
|
|
2023
Q1 | $3.34M | Buy |
33,693
+20,861
| +163% | +$2.07M | 3.48% | 10 |
|
|
2022
Q4 | $1.23M | Buy |
+12,832
| New | +$1.23M | 1.22% | 25 |
|
|
2022
Q2 | – | Sell |
-110,082
| Closed | -$11.8M | – | 28 |
|
|
2022
Q1 | $11.8M | Buy |
110,082
+55,414
| +101% | +$5.96M | 8.51% | 4 |
|
|
2021
Q4 | $6.29M | Buy |
+54,668
| New | +$6.29M | 4.44% | 5 |
|