Wealthspan 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 | $225K | Sell |
2,354
-5,874
| -71% | -$562K | 0.09% | 107 |
|
|
2025
Q1 | $785K | Sell |
8,228
-571
| -6% | -$54.5K | 0.36% | 46 |
|
|
2024
Q4 | $813K | Buy |
8,799
+4,015
| +84% | +$371K | 0.39% | 43 |
|
|
2024
Q3 | $469K | Buy |
4,784
+2,427
| +103% | +$238K | 0.23% | 66 |
|
|
2024
Q2 | $221K | Buy |
+2,357
| New | +$221K | 0.12% | 97 |
|
|
2022
Q2 | – | Sell |
-10,270
| Closed | -$1.1M | – | 66 |
|
|
2022
Q1 | $1.1M | Buy |
10,270
+222
| +2% | +$23.9K | 1% | 18 |
|
|
2021
Q4 | $1.16M | Buy |
+10,048
| New | +$1.16M | 1.02% | 19 |
|