Rezny Wealth Management’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 | – | Hold |
0
| – | -$7.53M | – | 10 |
|
|
2025
Q1 | – | Sell |
-105,190
| Closed | -$9.72M | – | 10 |
|
|
2024
Q4 | $9.72M | Buy |
105,190
+55,407
| +111% | +$5.12M | 2.39% | 8 |
|
|
2024
Q3 | $4.88M | Buy |
49,783
+1,512
| +3% | +$148K | 1.23% | 12 |
|
|
2024
Q2 | $4.52M | Buy |
48,271
+45,811
| +1,862% | +$4.29M | 1.21% | 13 |
|
|
2024
Q1 | $233K | Hold |
2,460
| – | – | 0.07% | 25 |
|
|
2023
Q4 | $237K | Sell |
2,460
-136,298
| -98% | -$13.1M | 0.08% | 21 |
|
|
2023
Q3 | $12.7M | Sell |
138,758
-97
| -0.1% | -$8.88K | 4.47% | 6 |
|
|
2023
Q2 | $13.4M | Buy |
138,855
+4,795
| +4% | +$463K | 4.52% | 5 |
|
|
2023
Q1 | $13.3M | Buy |
+134,060
| New | +$13.3M | 4.9% | 5 |
|