Oak Harbor Wealth 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 | $1.49M | Sell |
15,602
-53
| -0.3% | -$5.08K | 0.4% | 60 |
|
|
2025
Q1 | $1.49M | Buy |
15,655
+2,720
| +21% | +$259K | 0.43% | 57 |
|
|
2024
Q4 | $1.2M | Sell |
12,935
-687
| -5% | -$63.5K | 0.35% | 70 |
|
|
2024
Q3 | $1.34M | Buy |
13,622
+1,583
| +13% | +$155K | 0.38% | 72 |
|
|
2024
Q2 | $1.13M | Buy |
12,039
+126
| +1% | +$11.8K | 0.35% | 72 |
|
|
2024
Q1 | $1.13M | Buy |
11,913
+1,252
| +12% | +$119K | 0.35% | 70 |
|
|
2023
Q4 | $1.03M | Sell |
10,661
-82
| -0.8% | -$7.9K | 0.35% | 71 |
|
|
2023
Q3 | $984K | Buy |
10,743
+1,920
| +22% | +$176K | 0.35% | 72 |
|
|
2023
Q2 | $852K | Buy |
8,823
+82
| +0.9% | +$7.92K | 0.29% | 77 |
|
|
2023
Q1 | $866K | Buy |
8,741
+7,430
| +567% | +$736K | 0.32% | 76 |
|
|
2022
Q4 | $126K | Buy |
1,311
+748
| +133% | +$71.6K | 0.05% | 163 |
|
|
2022
Q3 | $54K | Buy |
+563
| New | +$54K | 0.02% | 168 |
|