NC
NewSquare Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.18K | Hold |
75
| – | – | ﹤0.01% | 724 |
|
|
2025
Q1 | $7.15K | Buy |
+75
| New | +$7.15K | ﹤0.01% | 608 |
|
|
2023
Q1 | – | Sell |
-27
| Closed | -$2.59K | – | 926 |
|
|
2022
Q4 | $2.59K | Hold |
27
| – | – | ﹤0.01% | 452 |
|
|
2022
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 330 |
|
|
2022
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 306 |
|
|
2022
Q1 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 325 |
|
|
2019
Q3 | – | Sell |
-30
| Closed | -$3K | – | 317 |
|
|
2019
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 313 |
|
|
2018
Q2 | – | Sell |
-20
| Closed | -$2K | – | 322 |
|
|
2018
Q1 | $2K | Sell |
20
-121
| -86% | -$12.1K | ﹤0.01% | 310 |
|
|
2017
Q4 | $15K | Buy |
141
+66
| +88% | +$7.02K | ﹤0.01% | 214 |
|
|
2017
Q3 | $8K | Sell |
75
-10
| -12% | -$1.07K | ﹤0.01% | 224 |
|
|
2017
Q2 | $9K | Hold |
85
| – | – | ﹤0.01% | 208 |
|
|
2017
Q1 | $9K | Sell |
85
-120
| -59% | -$12.7K | ﹤0.01% | 209 |
|
|
2016
Q4 | $21K | Hold |
205
| – | – | 0.01% | 182 |
|
|
2016
Q3 | $23K | Sell |
205
-850
| -81% | -$95.4K | 0.01% | 197 |
|
|
2016
Q2 | $119K | Sell |
1,055
-51,392
| -98% | -$5.8M | 0.03% | 133 |
|
|
2016
Q1 | $5.79M | Sell |
52,447
-1,490
| -3% | -$164K | 1.66% | 7 |
|
|
2015
Q4 | $5.7M | Sell |
53,937
-2,618
| -5% | -$276K | 1.6% | 14 |
|
|
2015
Q3 | $6.1M | Buy |
56,555
+1,290
| +2% | +$139K | 1.8% | 16 |
|
|
2015
Q2 | $5.8M | Sell |
55,265
-6,815
| -11% | -$716K | 1.72% | 18 |
|
|
2015
Q1 | $6.73M | Sell |
62,080
-6,253
| -9% | -$678K | 2.07% | 17 |
|
|
2014
Q4 | $7.24M | Sell |
68,333
-6,877
| -9% | -$729K | 2.44% | 12 |
|
|
2014
Q3 | $7.79M | Sell |
75,210
-5,505
| -7% | -$570K | 2.77% | 8 |
|
|
2014
Q2 | $8.36M | Buy |
+80,715
| New | +$8.36M | 3% | 6 |
|