Money Concepts Capital’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
$12.1M Sell
126,202
-5,218
-4% -$500K 0.81% 23
2025
Q1
$12.5M Buy
131,420
+37,248
+40% +$3.55M 0.94% 16
2024
Q4
$8.71M Sell
94,172
-85,567
-48% -$7.91M 0.65% 28
2024
Q3
$17.6M Buy
179,739
+85,293
+90% +$8.37M 1.34% 16
2024
Q2
$8.84M Buy
94,446
+1,646
+2% +$154K 0.74% 24
2024
Q1
$8.78M Buy
92,800
+43,766
+89% +$4.14M 0.81% 28
2023
Q4
$4.73M Sell
49,034
-767
-2% -$73.9K 0.44% 68
2023
Q3
$4.56M Buy
49,801
+2,237
+5% +$205K 0.48% 68
2023
Q2
$4.6M Sell
47,564
-319,154
-87% -$30.8M 0.47% 66
2023
Q1
$3.14M Buy
366,718
+326,314
+808% +$2.79M 0.18% 112
2022
Q4
$3.87M Sell
40,404
-25,458
-39% -$2.44M 0.17% 115
2022
Q3
$6.32M Buy
65,862
+1,451
+2% +$139K 0.37% 55
2022
Q2
$6.65M Sell
64,411
-6,553
-9% -$677K 0.59% 36
2022
Q1
$7.63M Buy
70,964
+65,196
+1,130% +$7.01M 0.43% 47
2021
Q4
$663K Buy
+5,768
New +$663K 0.06% 271
2021
Q1
$2.41M Sell
21,340
-24,823
-54% -$2.8M 0.19% 120
2020
Q4
$5.54M Buy
+46,163
New +$5.54M 0.51% 50