Retirement Financial Solutions’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 | $13.4M | Sell |
139,478
-7,327
| -5% | -$702K | 8.29% | 5 |
|
|
2025
Q1 | $14M | Sell |
146,805
-6,178
| -4% | -$589K | 8.47% | 5 |
|
|
2024
Q4 | $14.1M | Sell |
152,983
-2,964
| -2% | -$274K | 7.63% | 6 |
|
|
2024
Q3 | $15.3M | Buy |
155,947
+1,991
| +1% | +$195K | 6.7% | 7 |
|
|
2024
Q2 | $14.4M | Buy |
153,956
+8,955
| +6% | +$839K | 6.79% | 7 |
|
|
2024
Q1 | $13.7M | Buy |
145,001
+7,880
| +6% | +$746K | 7.06% | 7 |
|
|
2023
Q4 | $13.2M | Sell |
137,121
-12,379
| -8% | -$1.19M | 7.49% | 7 |
|
|
2023
Q3 | $13.7M | Sell |
149,500
-5,973
| -4% | -$547K | 9.23% | 3 |
|
|
2023
Q2 | $15M | Buy |
155,473
+12,468
| +9% | +$1.2M | 10.32% | 3 |
|
|
2023
Q1 | $14.2M | Buy |
143,005
+9,524
| +7% | +$944K | 11.27% | 3 |
|
|
2022
Q4 | $12.8M | Buy |
+133,481
| New | +$12.8M | 10.86% | 2 |
|