Larson Financial Group’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 | $156K | Hold |
1,630
| – | – | 0.01% | 708 |
|
|
2025
Q1 | $155K | Sell |
1,630
-1,668
| -51% | -$159K | 0.01% | 672 |
|
|
2024
Q4 | $305K | Buy |
3,298
+1,662
| +102% | +$154K | 0.02% | 473 |
|
|
2024
Q3 | $161K | Sell |
1,636
-473
| -22% | -$46.4K | 0.01% | 624 |
|
|
2024
Q2 | $198K | Buy |
2,109
+472
| +29% | +$44.2K | 0.01% | 469 |
|
|
2024
Q1 | $155K | Sell |
1,637
-323
| -16% | -$30.6K | 0.01% | 461 |
|
|
2023
Q4 | $189K | Sell |
1,960
-380
| -16% | -$36.6K | 0.02% | 371 |
|
|
2023
Q3 | $214K | Hold |
2,340
| – | – | 0.02% | 313 |
|
|
2023
Q2 | $226K | Sell |
2,340
-1,821
| -44% | -$176K | 0.02% | 301 |
|
|
2023
Q1 | $412K | Buy |
4,161
+3,691
| +785% | +$366K | 0.04% | 228 |
|
|
2022
Q4 | $45K | Buy |
470
+295
| +169% | +$28.3K | 0.01% | 539 |
|
|
2022
Q3 | $17K | Hold |
175
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $18K | Hold |
175
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $19K | Sell |
175
-438
| -71% | -$47.6K | ﹤0.01% | 538 |
|
|
2021
Q4 | $71K | Buy |
613
+157
| +34% | +$18.2K | 0.01% | 323 |
|
|
2021
Q3 | $53K | Buy |
456
+455
| +45,500% | +$52.9K | 0.01% | 288 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 871 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 880 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 793 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 773 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 708 |
|
|
2020
Q1 | $0 | Sell |
1
-7
| -88% | – | ﹤0.01% | 584 |
|
|
2019
Q4 | $1K | Buy |
8
+1
| +14% | +$125 | ﹤0.01% | 516 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 491 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 443 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 437 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 414 |
|