ShoreHaven 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 | $1.61M | Buy |
16,844
+339
| +2% | +$32.5K | 0.66% | 36 |
|
|
2025
Q1 | $1.57M | Sell |
16,505
-63
| -0.4% | -$6.01K | 0.75% | 37 |
|
|
2024
Q4 | $1.53M | Buy |
16,568
+4,639
| +39% | +$429K | 0.72% | 32 |
|
|
2024
Q3 | $1.17M | Buy |
+11,929
| New | +$1.17M | 0.56% | 35 |
|
|
2023
Q2 | – | Sell |
-6,350
| Closed | -$629K | – | 72 |
|
|
2023
Q1 | $629K | Buy |
+6,350
| New | +$629K | 0.44% | 43 |
|
|
2021
Q2 | – | Sell |
-178
| Closed | -$20K | – | 144 |
|
|
2021
Q1 | $20K | Sell |
178
-30,643
| -99% | -$3.44M | 0.01% | 170 |
|
|
2020
Q4 | $3.7M | Buy |
+30,821
| New | +$3.7M | 2.07% | 18 |
|