Pacific Wealth Management’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 | $12.9M | Buy |
+134,178
| New | +$12.9M | 6.34% | 5 |
|
|
2024
Q2 | – | Sell |
-60,790
| Closed | -$5.86M | – | 22 |
|
|
2024
Q1 | $5.86M | Hold |
60,790
| – | – | 3.34% | 8 |
|
|
2023
Q4 | $5.86M | Sell |
60,790
-1,713
| -3% | -$165K | 3.34% | 8 |
|
|
2023
Q3 | $5.72M | Buy |
62,503
+860
| +1% | +$78.8K | 3.77% | 7 |
|
|
2023
Q2 | $5.95M | Sell |
61,643
-1,525
| -2% | -$147K | 3.87% | 6 |
|
|
2023
Q1 | $6.26M | Buy |
63,168
+2,924
| +5% | +$290K | 4.02% | 8 |
|
|
2022
Q4 | $5.77M | Sell |
60,244
-1,305
| -2% | -$125K | 4.24% | 8 |
|
|
2022
Q3 | $5.91M | Sell |
61,549
-870
| -1% | -$83.5K | 5.25% | 6 |
|
|
2022
Q2 | $6.39M | Buy |
62,419
+3,420
| +6% | +$350K | 7.04% | 3 |
|
|
2022
Q1 | $6.34M | Buy |
58,999
+735
| +1% | +$79K | 5.65% | 4 |
|
|
2021
Q4 | $6.7M | Buy |
+58,264
| New | +$6.7M | 5.09% | 5 |
|