Marcum Wealth’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 | $245K | Buy |
2,574
+120
| +5% | +$11.4K | 0.02% | 324 |
|
|
2024
Q4 | $227K | Buy |
2,454
+19
| +0.8% | +$1.76K | 0.02% | 336 |
|
|
2024
Q3 | $239K | Buy |
2,435
+70
| +3% | +$6.87K | 0.02% | 330 |
|
|
2024
Q2 | $221K | Buy |
+2,365
| New | +$221K | 0.02% | 324 |
|
|
2023
Q3 | – | Sell |
-2,143
| Closed | -$207K | – | 386 |
|
|
2023
Q2 | $207K | Buy |
2,143
+82
| +4% | +$7.92K | 0.02% | 327 |
|
|
2023
Q1 | $204K | Buy |
+2,061
| New | +$204K | 0.03% | 323 |
|
|
2020
Q1 | – | Sell |
-2,344
| Closed | -$258K | – | 100 |
|
|
2019
Q4 | $258K | Buy |
+2,344
| New | +$258K | 0.1% | 84 |
|