MGO Private 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
Q2 | $5.96M | Buy |
62,239
+5,130
| +9% | +$491K | 3.82% | 7 |
|
|
2025
Q1 | $5.45M | Buy |
57,109
+42,613
| +294% | +$4.06M | 3.84% | 7 |
|
|
2024
Q4 | $1.34M | Buy |
14,496
+12,014
| +484% | +$1.11M | 0.95% | 24 |
|
|
2024
Q3 | $244K | Hold |
2,482
| – | – | 0.17% | 52 |
|
|
2024
Q2 | $232K | Hold |
2,482
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $235K | Sell |
2,482
-200
| -7% | -$18.9K | 0.15% | 73 |
|
|
2023
Q4 | $259K | Sell |
2,682
-16,915
| -86% | -$1.63M | 0.18% | 60 |
|
|
2023
Q3 | $1.79M | Sell |
19,597
-12,455
| -39% | -$1.14M | 1.34% | 20 |
|
|
2023
Q2 | $3.1M | Buy |
+32,052
| New | +$3.1M | 2.33% | 14 |
|