Rollins Financial 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 | $1,000K | Sell |
10,437
-2,896
| -22% | -$277K | 0.16% | 63 |
|
|
2025
Q1 | $1.27M | Buy |
13,333
+5,066
| +61% | +$483K | 0.22% | 56 |
|
|
2024
Q4 | $764K | Buy |
8,267
+1,247
| +18% | +$115K | 0.12% | 64 |
|
|
2024
Q3 | $689K | Sell |
7,020
-3,601
| -34% | -$353K | 0.11% | 66 |
|
|
2024
Q2 | $995K | Buy |
10,621
+921
| +9% | +$86.3K | 0.17% | 57 |
|
|
2024
Q1 | $918K | Hold |
9,700
| – | – | 0.17% | 57 |
|
|
2023
Q4 | $935K | Buy |
+9,700
| New | +$935K | 0.2% | 51 |
|