U.S. Capital Wealth 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 | $16.6M | Sell |
173,146
-537
| -0.3% | -$51.4K | 0.48% | 46 |
|
|
2025
Q1 | $16.6M | Sell |
173,683
-4,760
| -3% | -$454K | 0.51% | 44 |
|
|
2024
Q4 | $16.5M | Sell |
178,443
-289
| -0.2% | -$26.7K | 0.51% | 39 |
|
|
2024
Q3 | $17.5M | Buy |
178,732
+2,997
| +2% | +$294K | 0.62% | 28 |
|
|
2024
Q2 | $16.5M | Buy |
175,735
+80,946
| +85% | +$7.58M | 0.62% | 30 |
|
|
2024
Q1 | $8.97M | Sell |
94,789
-17,335
| -15% | -$1.64M | 0.35% | 65 |
|
|
2023
Q4 | $10.8M | Buy |
112,124
+89,447
| +394% | +$8.62M | 0.43% | 53 |
|
|
2023
Q3 | $2.08M | Sell |
22,677
-127
| -0.6% | -$11.6K | 0.09% | 190 |
|
|
2023
Q2 | $2.2M | Buy |
22,804
+1,989
| +10% | +$192K | 0.1% | 192 |
|
|
2023
Q1 | $2.06M | Buy |
20,815
+4,648
| +29% | +$461K | 0.1% | 202 |
|
|
2022
Q4 | $1.55M | Sell |
16,167
-24,565
| -60% | -$2.35M | 0.07% | 253 |
|
|
2022
Q3 | $3.91M | Buy |
+40,732
| New | +$3.91M | 0.2% | 114 |
|