M3 Advisory 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 | $577K | Hold |
6,030
| – | – | 0.4% | 49 |
|
|
2025
Q1 | $575K | Hold |
6,030
| – | – | 0.45% | 46 |
|
|
2024
Q4 | $557K | Hold |
6,030
| – | – | 0.4% | 55 |
|
|
2024
Q3 | $592K | Sell |
6,030
-400
| -6% | -$39.2K | 0.43% | 48 |
|
|
2024
Q2 | $602K | Hold |
6,430
| – | – | 0.5% | 46 |
|
|
2024
Q1 | $609K | Sell |
6,430
-1,484
| -19% | -$140K | 0.55% | 37 |
|
|
2023
Q4 | $763K | Buy |
+7,914
| New | +$763K | 0.89% | 29 |
|