One Degree Advisors’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
$4.29M Sell
44,801
-5,203
-10% -$498K 1.53% 17
2025
Q1
$4.77M Buy
50,004
+37,296
+293% +$3.56M 1.96% 15
2024
Q4
$1.18M Sell
12,708
-35,169
-73% -$3.27M 0.48% 28
2024
Q3
$4.71M Buy
47,877
+11,638
+32% +$1.14M 1.99% 14
2024
Q2
$3.39M Buy
36,239
+2,701
+8% +$253K 1.64% 20
2024
Q1
$3.18M Buy
33,538
+148
+0.4% +$14K 1.58% 19
2023
Q4
$3.16M Buy
+33,390
New +$3.16M 1.62% 20