Tower Wealth Partners’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 |
-2,401
| Closed | -$229K | – | 89 |
|
|
2025
Q1 | $229K | Buy |
2,401
+59
| +3% | +$5.63K | 0.12% | 72 |
|
|
2024
Q4 | $217K | Sell |
2,342
-2,655
| -53% | -$245K | 0.11% | 69 |
|
|
2024
Q3 | $490K | Buy |
4,997
+53
| +1% | +$5.2K | 0.29% | 32 |
|
|
2024
Q2 | $463K | Sell |
4,944
-1,946
| -28% | -$182K | 0.29% | 32 |
|
|
2024
Q1 | $652K | Buy |
6,890
+91
| +1% | +$8.61K | 0.42% | 27 |
|
|
2023
Q4 | $655K | Buy |
6,799
+792
| +13% | +$76.3K | 0.46% | 25 |
|
|
2023
Q3 | $550K | Buy |
6,007
+40
| +0.7% | +$3.66K | 0.45% | 28 |
|
|
2023
Q2 | $576K | Buy |
+5,967
| New | +$576K | 0.46% | 26 |
|
|
2021
Q2 | – | Sell |
-2,876
| Closed | -$325K | – | 51 |
|
|
2021
Q1 | $325K | Sell |
2,876
-96,290
| -97% | -$10.9M | 0.42% | 36 |
|
|
2020
Q4 | $11.9M | Buy |
+99,166
| New | +$11.9M | 13.63% | 1 |
|