WBH Advisory’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 | $1.77M | Buy |
18,480
+7,854
| +74% | +$752K | 0.15% | 112 |
|
|
2025
Q1 | $1.01M | Sell |
10,626
-1,720
| -14% | -$164K | 0.09% | 149 |
|
|
2024
Q4 | $1.14M | Buy |
12,346
+3,133
| +34% | +$290K | 0.11% | 139 |
|
|
2024
Q3 | $904K | Sell |
9,213
-318
| -3% | -$31.2K | 0.09% | 160 |
|
|
2024
Q2 | $893K | Buy |
9,531
+1,611
| +20% | +$151K | 0.09% | 157 |
|
|
2024
Q1 | $750K | Buy |
+7,920
| New | +$750K | 0.08% | 178 |
|
|
2023
Q2 | – | Sell |
-13,179
| Closed | -$1.31M | – | 303 |
|
|
2023
Q1 | $1.31M | Buy |
+13,179
| New | +$1.31M | 0.16% | 124 |
|
|
2022
Q3 | $3.99M | Buy |
41,599
+27,313
| +191% | +$2.62M | 0.58% | 47 |
|
|
2022
Q2 | $1.46M | Sell |
14,286
-3,133
| -18% | -$320K | 0.19% | 109 |
|
|
2022
Q1 | $1.8M | Buy |
17,419
+4,403
| +34% | +$455K | 0.22% | 99 |
|
|
2021
Q4 | $1.5M | Sell |
13,016
-2,491
| -16% | -$286K | 0.17% | 118 |
|
|
2021
Q3 | $1.79M | Buy |
+15,507
| New | +$1.79M | 0.24% | 90 |
|