WealthShield 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 | $584K | Sell |
6,103
-133
| -2% | -$12.7K | 0.07% | 218 |
|
|
2025
Q1 | $595K | Sell |
6,236
-390
| -6% | -$37.2K | 0.08% | 206 |
|
|
2024
Q4 | $613K | Sell |
6,626
-17,543
| -73% | -$1.62M | 0.09% | 195 |
|
|
2024
Q3 | $2.37M | Buy |
24,169
+1,318
| +6% | +$129K | 0.32% | 91 |
|
|
2024
Q2 | $2.14M | Buy |
22,851
+6,165
| +37% | +$577K | 0.33% | 85 |
|
|
2024
Q1 | $1.58M | Sell |
16,686
-4,105
| -20% | -$389K | 0.26% | 114 |
|
|
2023
Q4 | $2M | Buy |
20,791
+20,556
| +8,747% | +$1.98M | 0.33% | 88 |
|
|
2023
Q3 | $21.5K | Sell |
235
-700
| -75% | -$64.1K | ﹤0.01% | 410 |
|
|
2023
Q2 | $90.3K | Sell |
935
-100,662
| -99% | -$9.72M | 0.01% | 347 |
|
|
2023
Q1 | $10.1M | Buy |
101,597
+97,422
| +2,333% | +$9.66M | 1.62% | 10 |
|
|
2022
Q4 | $400K | Sell |
4,175
-15,845
| -79% | -$1.52M | 0.08% | 217 |
|
|
2022
Q3 | $1.92M | Buy |
+20,020
| New | +$1.92M | 0.38% | 69 |
|
|
2022
Q1 | – | Sell |
-4,953
| Closed | -$570K | – | 353 |
|
|
2021
Q4 | $570K | Buy |
4,953
+3,097
| +167% | +$356K | 0.09% | 181 |
|
|
2021
Q3 | $213K | Buy |
+1,856
| New | +$213K | 0.06% | 223 |
|
|
2021
Q2 | – | Sell |
-125
| Closed | -$14K | – | 166 |
|
|
2021
Q1 | $14K | Sell |
125
-16,132
| -99% | -$1.81M | ﹤0.01% | 737 |
|
|
2020
Q4 | $1.95M | Buy |
16,257
+3,083
| +23% | +$370K | 0.36% | 65 |
|
|
2020
Q3 | $1.61M | Buy |
13,174
+2,142
| +19% | +$261K | 0.56% | 49 |
|
|
2020
Q2 | $1.35M | Buy |
11,032
+1,798
| +19% | +$219K | 0.62% | 40 |
|
|
2020
Q1 | $1.12M | Sell |
9,234
-810
| -8% | -$98.4K | 0.69% | 33 |
|
|
2019
Q4 | $1.11M | Sell |
10,044
-400
| -4% | -$44.1K | 0.54% | 37 |
|
|
2019
Q3 | $1.18M | Hold |
10,444
| – | – | 0.62% | 33 |
|
|
2019
Q2 | $1.15M | Hold |
10,444
| – | – | 0.67% | 29 |
|
|
2019
Q1 | $1.11M | Buy |
10,444
+240
| +2% | +$25.6K | 0.62% | 34 |
|
|
2018
Q4 | $1.06M | Hold |
10,204
| – | – | 0.72% | 29 |
|
|
2018
Q3 | $1.03M | Hold |
10,204
| – | – | 0.59% | 32 |
|
|
2018
Q2 | $1.05M | Sell |
10,204
-496
| -5% | -$50.8K | 0.64% | 31 |
|
|
2018
Q1 | $1.1M | Buy |
10,700
+1,489
| +16% | +$154K | 0.7% | 27 |
|
|
2017
Q4 | $969K | Buy |
+9,211
| New | +$969K | 0.59% | 31 |
|