RWA Wealth Partners’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 | $893K | Sell |
9,329
-99,461
| -91% | -$9.53M | 0.01% | 346 |
|
|
2025
Q1 | $10.4M | Buy |
+108,790
| New | +$10.4M | 0.13% | 100 |
|
|
2024
Q4 | – | Sell |
-2,057
| Closed | -$202K | – | 578 |
|
|
2024
Q3 | $202K | Sell |
2,057
-116,960
| -98% | -$11.5M | ﹤0.01% | 547 |
|
|
2024
Q2 | $11.1M | Buy |
+119,017
| New | +$11.1M | 0.15% | 90 |
|
|
2023
Q2 | – | Sell |
-21,307
| Closed | -$2.11M | – | 341 |
|
|
2023
Q1 | $2.11M | Buy |
+21,307
| New | +$2.11M | 0.05% | 99 |
|
|
2022
Q4 | – | Sell |
-2,832
| Closed | -$272K | – | 263 |
|
|
2022
Q3 | $272K | Buy |
2,832
+162
| +6% | +$15.6K | 0.02% | 207 |
|
|
2022
Q2 | $273K | Sell |
2,670
-409
| -13% | -$41.8K | 0.02% | 206 |
|
|
2022
Q1 | $331K | Buy |
3,079
+727
| +31% | +$78.2K | 0.02% | 197 |
|
|
2021
Q4 | $270K | Hold |
2,352
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $271K | Hold |
2,352
| – | – | 0.02% | 214 |
|
|
2021
Q2 | $272K | Hold |
2,352
| – | – | 0.02% | 212 |
|
|
2021
Q1 | $266K | Hold |
2,352
| – | – | 0.02% | 211 |
|
|
2020
Q4 | $282K | Sell |
2,352
-219
| -9% | -$26.3K | 0.03% | 196 |
|
|
2020
Q3 | $313K | Buy |
2,571
+135
| +6% | +$16.4K | 0.03% | 172 |
|
|
2020
Q2 | $297K | Sell |
2,436
-545
| -18% | -$66.4K | 0.04% | 173 |
|
|
2020
Q1 | $362K | Buy |
2,981
+627
| +27% | +$76.1K | 0.05% | 150 |
|
|
2019
Q4 | $259K | Hold |
2,354
| – | – | 0.03% | 210 |
|
|
2019
Q3 | $265K | Sell |
2,354
-11,324
| -83% | -$1.27M | 0.03% | 204 |
|
|
2019
Q2 | $1.51M | Sell |
13,678
-5,159
| -27% | -$568K | 0.16% | 96 |
|
|
2019
Q1 | $2.01M | Sell |
18,837
-31,251
| -62% | -$3.33M | 0.23% | 89 |
|
|
2018
Q4 | $5.22M | Buy |
50,088
+13,300
| +36% | +$1.39M | 0.69% | 38 |
|
|
2018
Q3 | $3.72M | Buy |
+36,788
| New | +$3.72M | 0.42% | 55 |
|