RIS
Retirement Income Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
3,679
-983
| -21% | -$94.1K | 0.06% | 109 |
|
|
2025
Q1 | $445K | Sell |
4,662
-1,488
| -24% | -$142K | 0.09% | 79 |
|
|
2024
Q4 | $569K | Sell |
6,150
-7,298
| -54% | -$675K | 0.11% | 67 |
|
|
2024
Q3 | $1.32M | Sell |
13,448
-892
| -6% | -$87.5K | 0.3% | 38 |
|
|
2024
Q2 | $1.34M | Sell |
14,340
-20,313
| -59% | -$1.9M | 0.32% | 38 |
|
|
2024
Q1 | $3.28M | Sell |
34,653
-3,664
| -10% | -$347K | 0.74% | 21 |
|
|
2023
Q4 | $3.69M | Sell |
38,317
-8,437
| -18% | -$813K | 0.92% | 19 |
|
|
2023
Q3 | $4.28M | Sell |
46,754
-4,302
| -8% | -$394K | 1.2% | 16 |
|
|
2023
Q2 | $4.93M | Buy |
51,056
+1,370
| +3% | +$132K | 1.32% | 15 |
|
|
2023
Q1 | $4.92M | Buy |
49,686
+21,357
| +75% | +$2.12M | 1.44% | 14 |
|
|
2022
Q4 | $2.71M | Buy |
+28,329
| New | +$2.71M | 0.86% | 20 |
|