Wealthcare Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $174M | Buy |
1,843,045
+32,242
| +2% | +$3.05M | 16.54% | 2 |
|
|
2026
Q1 | $173M | Sell |
1,810,803
-133,511
| -7% | -$12.8M | 17.28% | 2 |
|
|
2025
Q4 | $187M | Buy |
1,944,314
+79,791
| +4% | +$7.72M | 18.56% | 2 |
|
|
2025
Q3 | $180M | Buy |
1,864,523
+91,255
| +5% | +$8.73M | 18.26% | 2 |
|
|
2025
Q2 | $170M | Sell |
1,773,268
-213,974
| -11% | -$20.2M | 17.95% | 2 |
|
|
2025
Q1 | $190M | Buy |
1,987,242
+49,646
| +3% | +$4.64M | 19.22% | 2 |
|
|
2024
Q4 | $179M | Buy |
1,937,596
+97,747
| +5% | +$9.24M | 18.04% | 2 |
|
|
2024
Q3 | $181M | Buy |
1,839,849
+25,390
| +1% | +$2.45M | 18.1% | 2 |
|
|
2024
Q2 | $170M | Buy |
1,814,459
+41,304
| +2% | +$3.84M | 18.03% | 2 |
|
|
2024
Q1 | $168M | Sell |
1,773,155
-1,021,206
| -37% | -$96.8M | 18.64% | 2 |
|
|
2023
Q4 | $269M | Sell |
2,794,361
-342,382
| -11% | -$31.7M | 30.72% | 2 |
|
|
2023
Q3 | $287M | Buy |
3,136,743
+125,700
| +4% | +$11.9M | 35.19% | 2 |
|
|
2023
Q2 | $291M | Buy |
3,011,043
+109,934
| +4% | +$10.8M | 34.06% | 2 |
|
|
2023
Q1 | $288M | Buy |
2,901,109
+167,245
| +6% | +$16.3M | 35.08% | 2 |
|
|
2022
Q4 | $262M | Buy |
2,733,864
+32,881
| +1% | +$3.16M | 33.5% | 2 |
|
|
2022
Q3 | $259M | Sell |
2,700,983
-751,295
| -22% | -$76.2M | 32.78% | 2 |
|
|
2022
Q2 | $353M | Buy |
3,452,278
+18,144
| +0.5% | +$1.86M | 38.69% | 2 |
|
|
2022
Q1 | $369M | Buy |
3,434,134
+147,580
| +4% | +$16.4M | 35.88% | 2 |
|
|
2021
Q4 | $379M | Buy |
3,286,554
+48,273
| +1% | +$5.55M | 34.8% | 2 |
|
|
2021
Q3 | $373M | Buy |
3,238,281
+1,257,028
| +63% | +$147M | 36.12% | 2 |
|
|
2021
Q2 | $229M | Buy |
1,981,253
+10,983
| +0.6% | +$1.26M | 21.99% | 2 |
|
|
2021
Q1 | $223M | Buy |
1,970,270
+185,990
| +10% | +$21.7M | 22.34% | 2 |
|
|
2020
Q4 | $214M | Buy |
1,784,280
+91,234
| +5% | +$11M | 22.3% | 2 |
|
|
2020
Q3 | $206M | Buy |
1,693,046
+99,153
| +6% | +$12.1M | 23.46% | 2 |
|
|
2020
Q2 | $194M | Buy |
1,593,893
+27,277
| +2% | +$3.31M | 23.64% | 2 |
|
|
2020
Q1 | $190M | Sell |
1,566,616
-619,619
| -28% | -$71.3M | 25.62% | 2 |
|
|
2019
Q4 | $241M | Buy |
2,186,235
+37,130
| +2% | +$4.14M | 28.7% | 2 |
|
|
2019
Q3 | $242M | Buy |
2,149,105
+293,553
| +16% | +$32.8M | 29.7% | 2 |
|
|
2019
Q2 | $204M | Buy |
1,855,552
+14,875
| +0.8% | +$1.59M | 28.18% | 2 |
|
|
2019
Q1 | $196M | Buy |
1,840,677
+67,959
| +4% | +$7.11M | 27.98% | 2 |
|
|
2018
Q4 | $185M | Sell |
1,772,718
-779,146
| -31% | -$78.9M | 28.54% | 2 |
|
|
2018
Q3 | $258M | Sell |
2,551,864
-139,766
| -5% | -$14.3M | 30.26% | 2 |
|
|
2018
Q2 | $276M | Sell |
2,691,630
-22,806
| -0.8% | -$2.32M | 31.4% | 2 |
|
|
2018
Q1 | $280M | Buy |
2,714,436
+80,936
| +3% | +$8.33M | 32.02% | 2 |
|
|
2017
Q4 | $278M | Sell |
2,633,500
-69,228
| -3% | -$7.34M | 31.33% | 2 |
|
|
2017
Q3 | $288M | Buy |
2,702,728
+79,576
| +3% | +$8.53M | 31.79% | 2 |
|
|
2017
Q2 | $280M | Sell |
2,623,152
-287,082
| -10% | -$30.7M | 31.87% | 2 |
|
|
2017
Q1 | $307M | Sell |
2,910,234
-105,577
| -4% | -$11.1M | 33.7% | 2 |
|
|
2016
Q4 | $316M | Sell |
3,015,811
-457,214
| -13% | -$49.1M | 36.64% | 2 |
|
|
2016
Q3 | $389M | Buy |
3,473,025
+60,149
| +2% | +$6.74M | 43.63% | 1 |
|
|
2016
Q2 | $385M | Buy |
3,412,876
+78,701
| +2% | +$8.7M | 44.01% | 1 |
|
|
2016
Q1 | $368M | Sell |
3,334,175
-72,240
| -2% | -$7.88M | 42.97% | 2 |
|
|
2015
Q4 | $360M | Sell |
3,406,415
-63,156
| -2% | -$6.73M | 44.2% | 1 |
|
|
2015
Q3 | $374M | Sell |
3,469,571
-39,402
| -1% | -$4.19M | 45.44% | 1 |
|
|
2015
Q2 | $368M | Buy |
3,508,973
+328,907
| +10% | +$35M | 43.42% | 2 |
|
|
2015
Q1 | $345M | Buy |
3,180,066
+173,160
| +6% | +$18.7M | 40.99% | 2 |
|
|
2014
Q4 | $319M | Buy |
3,006,906
+75,696
| +3% | +$7.98M | 43.79% | 2 |
|
|
2014
Q3 | $304M | Buy |
2,931,210
+132,854
| +5% | +$13.8M | 43.79% | 2 |
|
|
2014
Q2 | $290M | Buy |
2,798,356
+142,332
| +5% | +$14.6M | 42.86% | 2 |
|
|
2014
Q1 | $270M | Buy |
2,656,024
+84,091
| +3% | +$8.54M | 42.6% | 2 |
|
|
2013
Q4 | $255M | Sell |
2,571,933
-60,863
| -2% | -$6.18M | 42.66% | 2 |
|
|
2013
Q3 | $269M | Buy |
2,632,796
+153,965
| +6% | +$15.6M | 45.98% | 1 |
|
|
2013
Q2 | $254M | Buy |
+2,478,831
| New | +$264M | 45.93% | 1 |
|
Other funds holding IEF
WAP
CIM
RBCM
EB
TCM
PFM
GG
LFA
SAM