Wealthcare Advisory Partners’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 | $60.9M | Buy |
636,093
+17,915
| +3% | +$1.72M | 1.39% | 10 |
|
|
2025
Q1 | $59M | Buy |
618,178
+50,268
| +9% | +$4.79M | 1.58% | 6 |
|
|
2024
Q4 | $52.5M | Buy |
567,910
+47,306
| +9% | +$4.37M | 1.46% | 12 |
|
|
2024
Q3 | $51.1M | Buy |
520,604
+5,270
| +1% | +$517K | 1.46% | 10 |
|
|
2024
Q2 | $48.3M | Buy |
515,334
+30,022
| +6% | +$2.81M | 1.51% | 11 |
|
|
2024
Q1 | $45.9M | Buy |
485,312
+42,479
| +10% | +$4.02M | 1.51% | 10 |
|
|
2023
Q4 | $42.7M | Sell |
442,833
-14,434
| -3% | -$1.39M | 1.7% | 9 |
|
|
2023
Q3 | $41.9M | Buy |
457,267
+27,714
| +6% | +$2.54M | 1.92% | 6 |
|
|
2023
Q2 | $41.5M | Sell |
429,553
-78,799
| -16% | -$7.61M | 1.86% | 7 |
|
|
2023
Q1 | $50.4M | Buy |
508,352
+5,993
| +1% | +$594K | 2.17% | 6 |
|
|
2022
Q4 | $48.1M | Buy |
502,359
+40,473
| +9% | +$3.88M | 2.3% | 5 |
|
|
2022
Q3 | $44.3M | Buy |
461,886
+40,555
| +10% | +$3.89M | 2.53% | 6 |
|
|
2022
Q2 | $43.1M | Sell |
421,331
-341,615
| -45% | -$34.9M | 2.61% | 6 |
|
|
2022
Q1 | $82M | Buy |
762,946
+210,983
| +38% | +$22.7M | 4.98% | 3 |
|
|
2021
Q4 | $63.5M | Buy |
551,963
+316,695
| +135% | +$36.4M | 3.8% | 3 |
|
|
2021
Q3 | $27.1M | Buy |
235,268
+56,541
| +32% | +$6.51M | 1.77% | 12 |
|
|
2021
Q2 | $20.6M | Sell |
178,727
-9,666
| -5% | -$1.12M | 1.38% | 16 |
|
|
2021
Q1 | $21.3M | Sell |
188,393
-17,555
| -9% | -$1.98M | 1.54% | 15 |
|
|
2020
Q4 | $24.7M | Buy |
205,948
+12,829
| +7% | +$1.54M | 2.19% | 10 |
|
|
2020
Q3 | $23.5M | Buy |
193,119
+17,661
| +10% | +$2.15M | 2.58% | 10 |
|
|
2020
Q2 | $21.4M | Buy |
175,458
+5,133
| +3% | +$626K | 2.67% | 10 |
|
|
2020
Q1 | $20.7M | Sell |
170,325
-50,839
| -23% | -$6.18M | 3.03% | 9 |
|
|
2019
Q4 | $24.4M | Buy |
221,164
+32,571
| +17% | +$3.59M | 3.1% | 9 |
|
|
2019
Q3 | $21.2M | Buy |
188,593
+11,928
| +7% | +$1.34M | 3.08% | 9 |
|
|
2019
Q2 | $19.4M | Sell |
176,665
-1,385
| -0.8% | -$152K | 3.08% | 9 |
|
|
2019
Q1 | $19M | Sell |
178,050
-39,430
| -18% | -$4.21M | 3.24% | 8 |
|
|
2018
Q4 | $22.7M | Buy |
217,480
+9,939
| +5% | +$1.04M | 4.4% | 5 |
|
|
2018
Q3 | $21M | Buy |
207,541
+16,951
| +9% | +$1.71M | 3.86% | 6 |
|
|
2018
Q2 | $19.5M | Buy |
190,590
+18,598
| +11% | +$1.91M | 3.83% | 4 |
|
|
2018
Q1 | $17.7M | Buy |
171,992
+34,392
| +25% | +$3.55M | 4.01% | 4 |
|
|
2017
Q4 | $14.5M | Buy |
137,600
+10,000
| +8% | +$1.06M | 3.74% | 6 |
|
|
2017
Q3 | $13.6M | Buy |
127,600
+6,902
| +6% | +$735K | 4.04% | 5 |
|
|
2017
Q2 | $12.9M | Buy |
120,698
+4,460
| +4% | +$475K | 6.25% | 5 |
|
|
2017
Q1 | $12.3M | Sell |
116,238
-2,961
| -2% | -$313K | 6.7% | 5 |
|
|
2016
Q4 | $12.5M | Buy |
119,199
+9,795
| +9% | +$1.03M | 7.39% | 5 |
|
|
2016
Q3 | $12.2M | Buy |
109,404
+8,556
| +8% | +$957K | 7.95% | 5 |
|
|
2016
Q2 | $11.4M | Buy |
+100,848
| New | +$11.4M | 8.02% | 5 |
|