Provenance Wealth 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 | $862 | Hold |
9
| – | – | ﹤0.01% | 410 |
|
|
2025
Q1 | $858 | Hold |
9
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $832 | Sell |
9
-61
| -87% | -$5.64K | ﹤0.01% | 510 |
|
|
2024
Q3 | $6.87K | Buy |
70
+61
| +678% | +$5.99K | ﹤0.01% | 376 |
|
|
2024
Q2 | $843 | Sell |
9
-755
| -99% | -$70.7K | ﹤0.01% | 460 |
|
|
2024
Q1 | $72.3K | Hold |
764
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $73.6K | Buy |
764
+755
| +8,389% | +$72.8K | 0.01% | 184 |
|
|
2023
Q3 | $824 | Buy |
+9
| New | +$824 | ﹤0.01% | 428 |
|