Narus Financial Partners’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 | $769K | Sell |
8,027
-625
| -7% | -$59.9K | 0.24% | 64 |
|
|
2025
Q1 | $825K | Buy |
8,652
+14
| +0.2% | +$1.34K | 0.28% | 59 |
|
|
2024
Q4 | $799K | Sell |
8,638
-4,597
| -35% | -$425K | 0.27% | 61 |
|
|
2024
Q3 | $1.3M | Buy |
13,235
+1,269
| +11% | +$125K | 0.47% | 43 |
|
|
2024
Q2 | $1.12M | Sell |
11,966
-939
| -7% | -$87.9K | 0.45% | 47 |
|
|
2024
Q1 | $1.22M | Buy |
12,905
+155
| +1% | +$14.7K | 0.52% | 41 |
|
|
2023
Q4 | $1.23M | Sell |
12,750
-3,263
| -20% | -$315K | 0.59% | 33 |
|
|
2023
Q3 | $1.47M | Sell |
16,013
-58
| -0.4% | -$5.31K | 0.75% | 25 |
|
|
2023
Q2 | $1.55M | Sell |
16,071
-1,128
| -7% | -$109K | 0.8% | 23 |
|
|
2023
Q1 | $1.7M | Sell |
17,199
-192
| -1% | -$19K | 0.92% | 22 |
|
|
2022
Q4 | $1.67M | Buy |
17,391
+14,645
| +533% | +$1.4M | 0.96% | 22 |
|
|
2022
Q3 | $264K | Buy |
2,746
+400
| +17% | +$38.4K | 0.17% | 85 |
|
|
2022
Q2 | $240K | Buy |
2,346
+319
| +16% | +$32.6K | 0.15% | 90 |
|
|
2022
Q1 | $218K | Buy |
+2,027
| New | +$218K | 0.12% | 106 |
|
|
2021
Q1 | $220K | Buy |
+1,952
| New | +$220K | 0.13% | 100 |
|
|
2019
Q4 | $217K | Sell |
1,964
-789
| -29% | -$87K | 0.15% | 73 |
|
|
2019
Q3 | $310K | Buy |
2,753
+10
| +0.4% | +$1.12K | 0.23% | 51 |
|
|
2019
Q2 | $302K | Buy |
+2,743
| New | +$302K | 0.23% | 51 |
|
|
2017
Q3 | $985K | Sell |
9,247
-148
| -2% | -$15.8K | 0.87% | 16 |
|
|
2017
Q2 | $1M | Sell |
9,395
-1,535
| -14% | -$164K | 0.93% | 14 |
|
|
2017
Q1 | $1.15M | Buy |
10,930
+487
| +5% | +$51.4K | 1.12% | 10 |
|
|
2016
Q4 | $1.1M | Buy |
+10,443
| New | +$1.1M | 1.15% | 10 |
|