Phillips Wealth Planners’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 | – | Sell |
-4,311
| Closed | -$403K | – | 192 |
|
|
2025
Q1 | $403K | Sell |
4,311
-119
| -3% | -$11.1K | 0.43% | 78 |
|
|
2024
Q4 | $405K | Buy |
4,430
+6
| +0.1% | +$548 | 0.4% | 78 |
|
|
2024
Q3 | $426K | Buy |
4,424
+23
| +0.5% | +$2.22K | 0.41% | 82 |
|
|
2024
Q2 | $414K | Buy |
4,401
+117
| +3% | +$11K | 0.44% | 78 |
|
|
2024
Q1 | $391K | Sell |
4,284
-526
| -11% | -$48.1K | 0.45% | 80 |
|
|
2023
Q4 | $457K | Buy |
4,810
+544
| +13% | +$51.6K | 0.55% | 58 |
|
|
2023
Q3 | $379K | Buy |
4,266
+353
| +9% | +$31.4K | 0.51% | 72 |
|
|
2023
Q2 | $378K | Buy |
3,913
+153
| +4% | +$14.8K | 0.5% | 77 |
|
|
2023
Q1 | $370K | Sell |
3,760
-61
| -2% | -$6K | 0.49% | 75 |
|
|
2022
Q4 | $371K | Buy |
+3,821
| New | +$371K | 0.65% | 56 |
|