Wealth Alliance’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 | – | Sell |
-37,278
| Closed | -$3.56M | – | 555 |
|
|
2025
Q1 | $3.56M | Buy |
37,278
+8,954
| +32% | +$854K | 0.43% | 45 |
|
|
2024
Q4 | $2.62M | Sell |
28,324
-10,745
| -28% | -$993K | 0.31% | 62 |
|
|
2024
Q3 | $3.83M | Buy |
39,069
+36,568
| +1,462% | +$3.59M | 0.46% | 34 |
|
|
2024
Q2 | $234K | Sell |
2,501
-35,243
| -93% | -$3.3M | 0.03% | 448 |
|
|
2024
Q1 | $3.57M | Buy |
+37,744
| New | +$3.57M | 0.47% | 33 |
|
|
2023
Q3 | – | Sell |
-5,891
| Closed | -$569K | – | 512 |
|
|
2023
Q2 | $569K | Buy |
+5,891
| New | +$569K | 0.09% | 230 |
|
|
2022
Q1 | – | Sell |
-36,387
| Closed | -$4.18M | – | 459 |
|
|
2021
Q4 | $4.18M | Sell |
36,387
-2,742
| -7% | -$315K | 0.84% | 17 |
|
|
2021
Q3 | $4.51M | Buy |
39,129
+36,199
| +1,235% | +$4.17M | 1.01% | 18 |
|
|
2021
Q2 | $338K | Buy |
2,930
+7
| +0.2% | +$808 | 0.08% | 292 |
|
|
2021
Q1 | $330K | Buy |
+2,923
| New | +$330K | 0.09% | 266 |
|
|
2020
Q4 | – | Sell |
-31,362
| Closed | -$3.82M | – | 381 |
|
|
2020
Q3 | $3.82M | Buy |
31,362
+1,810
| +6% | +$221K | 1.37% | 9 |
|
|
2020
Q2 | $3.6M | Sell |
29,552
-8,091
| -21% | -$986K | 1.42% | 11 |
|
|
2020
Q1 | $4.57M | Sell |
37,643
-2,330
| -6% | -$283K | 2.47% | 4 |
|
|
2019
Q4 | $4.41M | Buy |
+39,973
| New | +$4.41M | 3.13% | 7 |
|