Waverly 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 | $11.3M | Buy |
118,258
+4,395
| +4% | +$421K | 0.12% | 170 |
|
|
2025
Q1 | $10.9M | Sell |
113,863
-144
| -0.1% | -$13.7K | 0.13% | 171 |
|
|
2024
Q4 | $10.5M | Buy |
114,007
+97,640
| +597% | +$9.03M | 0.16% | 136 |
|
|
2024
Q3 | $1.61M | Buy |
16,367
+179
| +1% | +$17.6K | 0.03% | 372 |
|
|
2024
Q2 | $1.52M | Buy |
16,188
+10,742
| +197% | +$1.01M | 0.03% | 362 |
|
|
2024
Q1 | $516K | Buy |
+5,446
| New | +$516K | 0.01% | 471 |
|
|
2015
Q4 | – | Sell |
-760
| Closed | -$82K | – | 254 |
|
|
2015
Q3 | $82K | Buy |
+760
| New | +$82K | 0.06% | 85 |
|
|
2014
Q4 | – | Sell |
-90
| Closed | -$9K | – | 538 |
|
|
2014
Q3 | $9K | Buy |
+90
| New | +$9K | ﹤0.01% | 504 |
|
|
2014
Q1 | – | Sell |
-62
| Closed | -$6K | – | 770 |
|
|
2013
Q4 | $6K | Buy |
62
+20
| +48% | +$1.94K | ﹤0.01% | 640 |
|
|
2013
Q3 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 506 |
|