Spire 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 | $9.92M | Sell |
104,070
-12,044
| -10% | -$1.15M | 0.36% | 58 |
|
|
2025
Q1 | $11.1M | Buy |
116,114
+806
| +0.7% | +$76.9K | 0.35% | 59 |
|
|
2024
Q4 | $10.7M | Sell |
115,308
-463
| -0.4% | -$42.8K | 0.33% | 68 |
|
|
2024
Q3 | $11.4M | Buy |
115,771
+1,083
| +0.9% | +$106K | 0.38% | 54 |
|
|
2024
Q2 | $10.7M | Buy |
114,688
+1,082
| +1% | +$101K | 0.38% | 49 |
|
|
2024
Q1 | $46.7M | Buy |
113,606
+8,992
| +9% | +$3.7M | 0.85% | 27 |
|
|
2023
Q4 | $9.93M | Sell |
104,614
-3,025
| -3% | -$287K | 0.33% | 62 |
|
|
2023
Q3 | $9.86M | Buy |
107,639
+1,553
| +1% | +$142K | 0.38% | 62 |
|
|
2023
Q2 | $10.2M | Buy |
106,086
+4,499
| +4% | +$435K | 0.38% | 59 |
|
|
2023
Q1 | $10.1M | Buy |
101,587
+21,975
| +28% | +$2.18M | 0.39% | 55 |
|
|
2022
Q4 | $7.63M | Sell |
79,612
-43
| -0.1% | -$4.12K | 0.43% | 53 |
|
|
2022
Q3 | $7.65M | Sell |
79,655
-10,687
| -12% | -$1.03M | 0.46% | 49 |
|
|
2022
Q2 | $9.24M | Buy |
90,342
+83,371
| +1,196% | +$8.53M | 0.38% | 67 |
|
|
2022
Q1 | $749K | Sell |
6,971
-186
| -3% | -$20K | 0.02% | 462 |
|
|
2021
Q4 | $823K | Buy |
7,157
+27
| +0.4% | +$3.11K | 0.02% | 530 |
|
|
2021
Q3 | $822K | Sell |
7,130
-244
| -3% | -$28.1K | 0.02% | 458 |
|
|
2021
Q2 | $852K | Sell |
7,374
-651
| -8% | -$75.2K | 0.02% | 468 |
|
|
2021
Q1 | $906K | Buy |
+8,025
| New | +$906K | 0.02% | 473 |
|