Waypoint Wealth Counsel’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 | $1.8M | Buy |
18,840
+90
| +0.5% | +$8.62K | 0.89% | 22 |
|
|
2025
Q1 | $1.79M | Buy |
18,750
+50
| +0.3% | +$4.77K | 1.12% | 21 |
|
|
2024
Q4 | $1.73M | Buy |
18,700
+2,420
| +15% | +$224K | 1.13% | 22 |
|
|
2024
Q3 | $1.6M | Sell |
16,280
-1,260
| -7% | -$124K | 1.08% | 22 |
|
|
2024
Q2 | $1.64M | Sell |
17,540
-685
| -4% | -$64.2K | 1.26% | 21 |
|
|
2024
Q1 | $1.73M | Buy |
18,225
+7,210
| +65% | +$682K | 1.33% | 18 |
|
|
2023
Q4 | $1.06M | Buy |
11,015
+8,053
| +272% | +$776K | 0.9% | 28 |
|
|
2023
Q3 | $271K | Buy |
+2,962
| New | +$271K | 0.26% | 64 |
|