Mayflower Financial Advisors’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 | – | Sell |
-5,025
| Closed | -$479K | – | 397 |
|
|
2025
Q1 | $479K | Sell |
5,025
-419
| -8% | -$40K | 0.07% | 234 |
|
|
2024
Q4 | $503K | Buy |
+5,444
| New | +$503K | 0.08% | 227 |
|
|
2023
Q4 | – | Sell |
-5,487
| Closed | -$235K | – | 350 |
|
|
2023
Q3 | $235K | Sell |
5,487
-10,954
| -67% | -$469K | 0.04% | 290 |
|
|
2023
Q2 | $1.31M | Buy |
+16,441
| New | +$1.31M | 0.17% | 111 |
|
|
2023
Q1 | – | Sell |
-9,426
| Closed | -$623K | – | 363 |
|
|
2022
Q4 | $623K | Buy |
9,426
+883
| +10% | +$58.3K | 0.09% | 163 |
|
|
2022
Q3 | $539K | Sell |
8,543
-1,399
| -14% | -$88.3K | 0.09% | 173 |
|
|
2022
Q2 | $718K | Buy |
9,942
+4,416
| +80% | +$319K | 0.11% | 143 |
|
|
2022
Q1 | $279K | Buy |
+5,526
| New | +$279K | 0.04% | 286 |
|