Tobias Financial Advisors’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 | $227K | Sell |
2,370
-2,807
| -54% | -$269K | 0.04% | 114 |
|
|
2025
Q1 | $494K | Sell |
5,177
-349,651
| -99% | -$33.3M | 0.1% | 73 |
|
|
2024
Q4 | $32.8M | Buy |
354,828
+1,378
| +0.4% | +$127K | 6.59% | 3 |
|
|
2024
Q3 | $34.7M | Buy |
353,450
+21,014
| +6% | +$2.06M | 6.95% | 3 |
|
|
2024
Q2 | $31.1M | Buy |
332,436
+14,242
| +4% | +$1.33M | 6.71% | 5 |
|
|
2024
Q1 | $30.1M | Buy |
318,194
+20,401
| +7% | +$1.93M | 6.82% | 3 |
|
|
2023
Q4 | $28.7M | Buy |
+297,793
| New | +$28.7M | 6.99% | 2 |
|