Meridian 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
Q2 | $3.88M | Sell |
40,487
-2,285
| -5% | -$219K | 0.17% | 130 |
|
|
2025
Q1 | $4.08M | Sell |
42,772
-648
| -1% | -$61.8K | 0.2% | 114 |
|
|
2024
Q4 | $4.01M | Buy |
43,420
+456
| +1% | +$42.2K | 0.19% | 116 |
|
|
2024
Q3 | $4.22M | Buy |
+42,964
| New | +$4.22M | 0.21% | 109 |
|
|
2024
Q2 | – | Sell |
-34,350
| Closed | -$3.25M | – | 394 |
|
|
2024
Q1 | $3.25M | Buy |
+34,350
| New | +$3.25M | 0.54% | 35 |
|