Warner Financial’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 | $3.62M | Buy |
37,767
+4,204
| +13% | +$403K | 1.49% | 17 |
|
|
2025
Q1 | $3.2M | Buy |
33,563
+8,483
| +34% | +$809K | 1.42% | 20 |
|
|
2024
Q4 | $2.32M | Buy |
25,080
+6,095
| +32% | +$564K | 1% | 27 |
|
|
2024
Q3 | $1.86M | Buy |
18,985
+1,031
| +6% | +$101K | 0.83% | 28 |
|
|
2024
Q2 | $1.68M | Sell |
17,954
-542
| -3% | -$50.7K | 0.82% | 29 |
|
|
2024
Q1 | $1.75M | Buy |
18,496
+3,846
| +26% | +$364K | 0.88% | 27 |
|
|
2023
Q4 | $1.41M | Buy |
14,650
+5,418
| +59% | +$522K | 0.8% | 29 |
|
|
2023
Q3 | $846K | Buy |
9,232
+1,704
| +23% | +$156K | 0.56% | 40 |
|
|
2023
Q2 | $727K | Buy |
7,528
+3,327
| +79% | +$321K | 0.47% | 46 |
|
|
2023
Q1 | $416K | Buy |
+4,201
| New | +$416K | 0.29% | 65 |
|
|
2022
Q1 | – | Sell |
-1,789
| Closed | -$206K | – | 84 |
|
|
2021
Q4 | $206K | Buy |
+1,789
| New | +$206K | 0.17% | 73 |
|