Prestige Wealth Management 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
Q2 | $95.1K | Buy |
993
+950
| +2,209% | +$91K | 0.02% | 210 |
|
|
2025
Q1 | $4.1K | Hold |
43
| – | – | ﹤0.01% | 605 |
|
|
2024
Q4 | $3.98K | Hold |
43
| – | – | ﹤0.01% | 651 |
|
|
2024
Q3 | $4.22K | Hold |
43
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $4.03K | Sell |
43
-105
| -71% | -$9.83K | ﹤0.01% | 588 |
|
|
2024
Q1 | $14K | Sell |
148
-440
| -75% | -$41.7K | ﹤0.01% | 394 |
|
|
2023
Q4 | $56.7K | Sell |
588
-35
| -6% | -$3.37K | 0.01% | 232 |
|
|
2023
Q3 | $57.1K | Hold |
623
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $60.2K | Hold |
623
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $61.8K | Sell |
623
-62
| -9% | -$6.15K | 0.02% | 227 |
|
|
2022
Q4 | $65.6K | Sell |
685
-175
| -20% | -$16.8K | 0.02% | 233 |
|
|
2022
Q3 | $83K | Sell |
860
-34
| -4% | -$3.28K | 0.02% | 185 |
|
|
2022
Q2 | $91K | Sell |
894
-20
| -2% | -$2.04K | 0.02% | 185 |
|
|
2022
Q1 | $98K | Sell |
914
-30
| -3% | -$3.22K | 0.02% | 187 |
|
|
2021
Q4 | $109K | Sell |
944
-15
| -2% | -$1.73K | 0.03% | 190 |
|
|
2021
Q3 | $110K | Sell |
959
-15
| -2% | -$1.72K | 0.03% | 181 |
|
|
2021
Q2 | $112K | Sell |
974
-729
| -43% | -$83.8K | 0.03% | 175 |
|
|
2021
Q1 | $192K | Sell |
1,703
-4,248
| -71% | -$479K | 0.05% | 125 |
|
|
2020
Q4 | $714K | Sell |
5,951
-10,629
| -64% | -$1.28M | 0.2% | 55 |
|
|
2020
Q3 | $2.02M | Sell |
16,580
-285,353
| -95% | -$34.8M | 0.61% | 23 |
|
|
2020
Q2 | $36.8M | Sell |
301,933
-10,112
| -3% | -$1.23M | 12.97% | 2 |
|
|
2020
Q1 | $37.9M | Buy |
312,045
+300,878
| +2,694% | +$36.6M | 15.99% | 1 |
|
|
2019
Q4 | $1.23M | Sell |
11,167
-2,345
| -17% | -$259K | 0.67% | 26 |
|
|
2019
Q3 | $1.52M | Buy |
+13,512
| New | +$1.52M | 0.89% | 20 |
|