Wallace Advisory Group’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 | $1.73M | Sell |
18,116
-822
| -4% | -$78.4K | 1.25% | 15 |
|
|
2025
Q1 | $1.75M | Buy |
18,938
+451
| +2% | +$41.7K | 1.21% | 12 |
|
|
2024
Q4 | $1.81M | Sell |
18,487
-1,454
| -7% | -$143K | 1.25% | 15 |
|
|
2024
Q3 | $1.87M | Sell |
19,941
-247
| -1% | -$23.1K | 1.37% | 14 |
|
|
2024
Q2 | $1.89M | Sell |
20,188
-1,675
| -8% | -$157K | 1.36% | 15 |
|
|
2024
Q1 | $2.11M | Sell |
21,863
-4,219
| -16% | -$407K | 1.58% | 11 |
|
|
2023
Q4 | $2.39M | Sell |
26,082
-1,323
| -5% | -$121K | 1.87% | 10 |
|
|
2023
Q3 | $2.65M | Sell |
27,405
-959
| -3% | -$92.6K | 1.9% | 10 |
|
|
2023
Q2 | $2.81M | Hold |
28,364
| – | – | 2.14% | 9 |
|
|
2023
Q1 | $2.81M | Buy |
28,364
+935
| +3% | +$92.7K | 2.14% | 9 |
|
|
2022
Q4 | $2.63M | Buy |
+27,429
| New | +$2.63M | 2.07% | 7 |
|