MY 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 | $4.46M | Sell |
46,552
-96,196
| -67% | -$9.21M | 4.27% | 8 |
|
|
2025
Q1 | $13.6M | Sell |
142,748
-1,323
| -0.9% | -$126K | 13.17% | 2 |
|
|
2024
Q4 | $13.3M | Sell |
144,071
-371
| -0.3% | -$34.3K | 13.3% | 1 |
|
|
2024
Q3 | $14.2M | Buy |
144,442
+54,013
| +60% | +$5.3M | 14.38% | 2 |
|
|
2024
Q2 | $8.47M | Sell |
90,429
-34,324
| -28% | -$3.21M | 9.64% | 2 |
|
|
2024
Q1 | $11.8M | Buy |
+124,753
| New | +$11.8M | 13.03% | 2 |
|
|
2022
Q3 | – | Sell |
-52,940
| Closed | -$5.42M | – | 26 |
|
|
2022
Q2 | $5.42M | Sell |
52,940
-439
| -0.8% | -$44.9K | 5.85% | 4 |
|
|
2022
Q1 | $5.74M | Buy |
+53,379
| New | +$5.74M | 5.32% | 7 |
|