Sound Income Strategies’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 | $231K | Buy |
2,412
+2,282
| +1,755% | +$219K | 0.01% | 258 |
|
|
2025
Q1 | $12.4K | Sell |
130
-2
| -2% | -$191 | ﹤0.01% | 847 |
|
|
2024
Q4 | $12.2K | Sell |
132
-142
| -52% | -$13.1K | ﹤0.01% | 792 |
|
|
2024
Q3 | $26.9K | Buy |
274
+40
| +17% | +$3.93K | ﹤0.01% | 577 |
|
|
2024
Q2 | $22K | Buy |
234
+102
| +77% | +$9.57K | ﹤0.01% | 610 |
|
|
2024
Q1 | $12.5K | Sell |
132
-2,080
| -94% | -$197K | ﹤0.01% | 694 |
|
|
2023
Q4 | $213K | Buy |
2,212
+2,118
| +2,253% | +$204K | 0.02% | 188 |
|
|
2023
Q3 | $8.62K | Hold |
94
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $9.09K | Sell |
94
-94
| -50% | -$9.09K | ﹤0.01% | 590 |
|
|
2023
Q1 | $18.6K | Buy |
188
+89
| +90% | +$8.83K | ﹤0.01% | 429 |
|
|
2022
Q4 | $9.49K | Sell |
99
-230
| -70% | -$22K | ﹤0.01% | 529 |
|
|
2022
Q3 | $32K | Hold |
329
| – | – | ﹤0.01% | 287 |
|
|
2022
Q2 | $34K | Hold |
329
| – | – | ﹤0.01% | 272 |
|
|
2022
Q1 | $35K | Sell |
329
-176
| -35% | -$18.7K | ﹤0.01% | 273 |
|
|
2021
Q4 | $58K | Sell |
505
-14
| -3% | -$1.61K | 0.01% | 215 |
|
|
2021
Q3 | $60K | Sell |
519
-2
| -0.4% | -$231 | 0.01% | 208 |
|
|
2021
Q2 | $60K | Sell |
521
-16
| -3% | -$1.84K | 0.01% | 214 |
|
|
2021
Q1 | $60.6K | Hold |
537
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $64K | Buy |
537
+272
| +103% | +$32.4K | 0.01% | 184 |
|
|
2020
Q3 | $32K | Hold |
265
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $32K | Buy |
265
+160
| +152% | +$19.3K | 0.01% | 209 |
|
|
2020
Q1 | $13K | Buy |
105
+4
| +4% | +$495 | ﹤0.01% | 305 |
|
|
2019
Q4 | $11K | Hold |
101
| – | – | ﹤0.01% | 319 |
|
|
2019
Q3 | $11K | Buy |
101
+36
| +55% | +$3.92K | ﹤0.01% | 300 |
|
|
2019
Q2 | $7K | Hold |
65
| – | – | ﹤0.01% | 385 |
|
|
2019
Q1 | $7K | Sell |
65
-161
| -71% | -$17.3K | ﹤0.01% | 393 |
|
|
2018
Q4 | $24K | Buy |
226
+82
| +57% | +$8.71K | 0.01% | 205 |
|
|
2018
Q3 | $15K | Sell |
144
-95
| -40% | -$9.9K | 0.01% | 285 |
|
|
2018
Q2 | $24K | Sell |
239
-177
| -43% | -$17.8K | 0.01% | 192 |
|
|
2018
Q1 | $43K | Buy |
416
+350
| +530% | +$36.2K | 0.03% | 129 |
|
|
2017
Q4 | $7K | Buy |
+66
| New | +$7K | ﹤0.01% | 279 |
|