Second Half Financial 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 | $291K | Sell |
3,039
-100
| -3% | -$9.58K | 0.14% | 67 |
|
|
2025
Q1 | $299K | Sell |
3,139
-517
| -14% | -$49.3K | 0.15% | 64 |
|
|
2024
Q4 | $338K | Sell |
3,656
-762
| -17% | -$70.4K | 0.17% | 69 |
|
|
2024
Q3 | $433K | Buy |
+4,418
| New | +$433K | 0.23% | 63 |
|
|
2024
Q2 | – | Sell |
-119,853
| Closed | -$11.3M | – | 52 |
|
|
2024
Q1 | $11.3M | Sell |
119,853
-4,603
| -4% | -$436K | 5.05% | 4 |
|
|
2023
Q4 | $12M | Sell |
124,456
-17,529
| -12% | -$1.69M | 5.92% | 3 |
|
|
2023
Q3 | $13M | Sell |
141,985
-144,460
| -50% | -$13.2M | 6.48% | 2 |
|
|
2023
Q2 | $27.7M | Buy |
286,445
+179,512
| +168% | +$17.3M | 6.32% | 2 |
|
|
2023
Q1 | $10.6M | Buy |
+106,933
| New | +$10.6M | 6.29% | 3 |
|