Rise 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 | $8.78K | Buy |
92
+4
| +5% | +$382 | ﹤0.01% | 1050 |
|
|
2025
Q1 | $8.38K | Buy |
88
+1
| +1% | +$95 | ﹤0.01% | 1092 |
|
|
2024
Q4 | $8.07K | Buy |
87
+1
| +1% | +$93 | ﹤0.01% | 1021 |
|
|
2024
Q3 | $8.46K | Buy |
+86
| New | +$8.46K | ﹤0.01% | 1033 |
|
|
2023
Q4 | – | Hold |
0
| – | -$43 | – | 652 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$1.39K | – | 642 |
|
|
2023
Q2 | $1.39K | Hold |
14
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $1.41K | Hold |
14
| – | – | ﹤0.01% | 613 |
|
|
2022
Q4 | $1.36K | Hold |
14
| – | – | ﹤0.01% | 615 |
|
|
2022
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 630 |
|
|
2022
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 637 |
|