Modern 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 | $16.1M | Buy |
168,010
+89,128
| +113% | +$8.54M | 0.4% | 63 |
|
|
2025
Q1 | $7.52M | Buy |
78,882
+11,711
| +17% | +$1.12M | 0.24% | 90 |
|
|
2024
Q4 | $6.21M | Buy |
67,171
+17,115
| +34% | +$1.58M | 0.23% | 89 |
|
|
2024
Q3 | $4.91M | Buy |
50,056
+7,447
| +17% | +$731K | 0.3% | 62 |
|
|
2024
Q2 | $3.99M | Sell |
42,609
-2,497
| -6% | -$234K | 0.29% | 51 |
|
|
2024
Q1 | $4.27M | Buy |
45,106
+3,425
| +8% | +$324K | 0.4% | 40 |
|
|
2023
Q4 | $4.02M | Buy |
+41,681
| New | +$4.02M | 0.51% | 30 |
|