Oxford Financial Group’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
Q1 | – | Sell |
-1,622
| Closed | -$150K | – | 279 |
|
|
2024
Q4 | $150K | Buy |
+1,622
| New | +$150K | 0.01% | 252 |
|
|
2024
Q3 | – | Sell |
-290
| Closed | -$27.2K | – | 314 |
|
|
2024
Q2 | $27.2K | Hold |
290
| – | – | ﹤0.01% | 292 |
|
|
2024
Q1 | $27.5K | Sell |
290
-78
| -21% | -$7.38K | ﹤0.01% | 256 |
|
|
2023
Q4 | $35.5K | Buy |
+368
| New | +$35.5K | ﹤0.01% | 268 |
|
|
2022
Q2 | – | Sell |
-31
| Closed | -$3K | – | 279 |
|
|
2022
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 255 |
|