Simplicity Wealth’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 | $4.76M | Buy |
49,653
+19,318
| +64% | +$1.85M | 0.2% | 117 |
|
|
2025
Q1 | $2.89M | Buy |
30,335
+17,978
| +145% | +$1.71M | 0.22% | 109 |
|
|
2024
Q4 | $1.14M | Sell |
12,357
-14,503
| -54% | -$1.34M | 0.24% | 77 |
|
|
2024
Q3 | $2.64M | Buy |
26,860
+945
| +4% | +$92.7K | 0.24% | 90 |
|
|
2024
Q2 | $2.43M | Buy |
25,915
+1,151
| +5% | +$108K | 0.05% | 323 |
|
|
2024
Q1 | $2.34M | Buy |
24,764
+13,339
| +117% | +$1.26M | 0.06% | 323 |
|
|
2023
Q4 | $1.1M | Buy |
11,425
+6,787
| +146% | +$654K | 0.43% | 42 |
|
|
2023
Q3 | $425K | Buy |
+4,638
| New | +$425K | 0.25% | 49 |
|