Wealth Enhancement Advisory Services’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 | $154M | Buy |
1,620,106
+13,733
| +0.9% | +$1.3M | 0.25% | 75 |
|
|
2025
Q1 | $153M | Buy |
1,606,373
+7,420
| +0.5% | +$708K | 0.29% | 60 |
|
|
2024
Q4 | $148M | Buy |
1,598,953
+136,058
| +9% | +$12.6M | 0.28% | 65 |
|
|
2024
Q3 | $144M | Buy |
1,462,895
+151,093
| +12% | +$14.8M | 0.31% | 62 |
|
|
2024
Q2 | $123M | Buy |
1,311,802
+143,586
| +12% | +$13.4M | 0.29% | 68 |
|
|
2024
Q1 | $111M | Buy |
1,168,216
+202,039
| +21% | +$19.1M | 0.29% | 72 |
|
|
2023
Q4 | $93.1M | Buy |
966,177
+32,935
| +4% | +$3.17M | 0.27% | 76 |
|
|
2023
Q3 | $85.5M | Buy |
933,242
+927,624
| +16,512% | +$85M | 0.28% | 80 |
|
|
2023
Q2 | $543K | Buy |
+5,618
| New | +$543K | 0.01% | 340 |
|