Smith Salley Wealth Management’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 | – | Sell |
-45,975
| Closed | -$4.38M | – | 260 |
|
|
2025
Q1 | $4.38M | Buy |
45,975
+1,433
| +3% | +$137K | 0.29% | 62 |
|
|
2024
Q4 | $4.12M | Buy |
44,542
+656
| +1% | +$60.6K | 0.26% | 62 |
|
|
2024
Q3 | $4.31M | Buy |
43,886
+1,749
| +4% | +$172K | 0.28% | 64 |
|
|
2024
Q2 | $3.95M | Sell |
42,137
-31,897
| -43% | -$2.99M | 0.28% | 63 |
|
|
2024
Q1 | $7.01M | Sell |
74,034
-12,009
| -14% | -$1.14M | 0.54% | 49 |
|
|
2023
Q4 | $8.29M | Buy |
86,043
+1,323
| +2% | +$128K | 0.54% | 50 |
|
|
2023
Q3 | $7.76M | Buy |
84,720
+2,291
| +3% | +$210K | 0.58% | 50 |
|
|
2023
Q2 | $7.96M | Buy |
82,429
+4,765
| +6% | +$460K | 0.59% | 48 |
|
|
2023
Q1 | $7.7M | Sell |
77,664
-18,414
| -19% | -$1.83M | 0.61% | 50 |
|
|
2022
Q4 | $9.2M | Buy |
96,078
+46,803
| +95% | +$4.48M | 0.79% | 43 |
|
|
2022
Q3 | $4.73M | Buy |
49,275
+4,640
| +10% | +$445K | 0.44% | 60 |
|
|
2022
Q2 | $4.57M | Buy |
+44,635
| New | +$4.57M | 0.4% | 63 |
|