WealthCare Investment 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 | $958K | Sell |
10,112
-231
| -2% | -$21.9K | 0.34% | 69 |
|
|
2025
Q1 | $974K | Sell |
10,343
-1,413
| -12% | -$133K | 0.41% | 61 |
|
|
2024
Q4 | $1.09M | Sell |
11,756
-2,811
| -19% | -$260K | 0.47% | 56 |
|
|
2024
Q3 | $1.4M | Sell |
14,567
-9,220
| -39% | -$886K | 0.61% | 43 |
|
|
2024
Q2 | $2.23M | Sell |
23,787
-3,887
| -14% | -$364K | 1.04% | 30 |
|
|
2024
Q1 | $2.62M | Sell |
27,674
-2,646
| -9% | -$250K | 1.27% | 22 |
|
|
2023
Q4 | $2.9M | Sell |
30,320
-7,304
| -19% | -$699K | 1.58% | 17 |
|
|
2023
Q3 | $3.41M | Buy |
37,624
+3,437
| +10% | +$311K | 2.07% | 12 |
|
|
2023
Q2 | $3.26M | Buy |
34,187
+22,004
| +181% | +$2.1M | 1.96% | 10 |
|
|
2023
Q1 | $1.21M | Buy |
+12,183
| New | +$1.21M | 0.73% | 40 |
|