Sovereign Financial Group’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 | $283K | Buy |
2,959
+30
| +1% | +$2.87K | 0.06% | 260 |
|
|
2025
Q1 | $279K | Sell |
2,929
-56
| -2% | -$5.34K | 0.06% | 238 |
|
|
2024
Q4 | $276K | Sell |
2,985
-1,254
| -30% | -$116K | 0.06% | 241 |
|
|
2024
Q3 | $416K | Buy |
4,239
+1,130
| +36% | +$111K | 0.1% | 189 |
|
|
2024
Q2 | $291K | Buy |
3,109
+51
| +2% | +$4.78K | 0.07% | 219 |
|
|
2024
Q1 | $289K | Sell |
3,058
-250
| -8% | -$23.7K | 0.08% | 218 |
|
|
2023
Q4 | $319K | Sell |
3,308
-5
| -0.2% | -$482 | 0.1% | 181 |
|
|
2023
Q3 | $303K | Buy |
3,313
+888
| +37% | +$81.3K | 0.11% | 176 |
|
|
2023
Q2 | $234K | Buy |
+2,425
| New | +$234K | 0.08% | 208 |
|