TruWealth 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
Q1 | – | Sell |
-2,315
| Closed | -$214K | – | 164 |
|
|
2024
Q4 | $214K | Sell |
2,315
-299
| -11% | -$27.6K | 0.01% | 155 |
|
|
2024
Q3 | $257K | Sell |
2,614
-2,536
| -49% | -$249K | 0.02% | 141 |
|
|
2024
Q2 | $482K | Sell |
5,150
-525,599
| -99% | -$49.2M | 0.03% | 107 |
|
|
2024
Q1 | $50.2M | Buy |
530,749
+30,527
| +6% | +$2.89M | 3.5% | 7 |
|
|
2023
Q4 | $48.2M | Buy |
500,222
+11,257
| +2% | +$1.09M | 3.68% | 7 |
|
|
2023
Q3 | $44.8M | Buy |
488,965
+26,370
| +6% | +$2.42M | 3.85% | 7 |
|
|
2023
Q2 | $44.7M | Buy |
462,595
+245,647
| +113% | +$23.7M | 3.84% | 7 |
|
|
2023
Q1 | $21.5M | Buy |
216,948
+115,101
| +113% | +$11.4M | 1.97% | 14 |
|
|
2022
Q4 | $9.75M | Buy |
+101,847
| New | +$9.75M | 0.95% | 32 |
|