Wealth Management Resources’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 | $28M | Buy |
292,166
+4,620
| +2% | +$442K | 9.55% | 4 |
|
|
2025
Q1 | $27.4M | Buy |
287,546
+41
| +0% | +$3.91K | 9.95% | 3 |
|
|
2024
Q4 | $26.6M | Sell |
287,505
-13,163
| -4% | -$1.22M | 9.81% | 3 |
|
|
2024
Q3 | $29.4M | Buy |
300,668
+11,850
| +4% | +$1.16M | 11.79% | 1 |
|
|
2024
Q2 | $27M | Buy |
288,818
+95,166
| +49% | +$8.91M | 11.62% | 1 |
|
|
2024
Q1 | $18.3M | Buy |
193,652
+10,129
| +6% | +$959K | 7.92% | 2 |
|
|
2023
Q4 | $17.7M | Buy |
183,523
+10,703
| +6% | +$1.03M | 8.32% | 2 |
|
|
2023
Q3 | $15.8M | Buy |
172,820
+11,302
| +7% | +$1.04M | 7.65% | 3 |
|
|
2023
Q2 | $15.6M | Buy |
161,518
+73,757
| +84% | +$7.12M | 9.07% | 3 |
|
|
2023
Q1 | $8.7M | Buy |
87,761
+2,726
| +3% | +$270K | 5.35% | 8 |
|
|
2022
Q4 | $8.14M | Buy |
+85,035
| New | +$8.14M | 5.28% | 8 |
|