Wellspring Financial Advisors’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 | $1.32M | Sell |
13,794
-8,006
| -37% | -$767K | 0.13% | 53 |
|
|
2025
Q1 | $2.08M | Sell |
21,800
-96,833
| -82% | -$9.24M | 0.23% | 39 |
|
|
2024
Q4 | $11M | Buy |
118,633
+5,232
| +5% | +$484K | 1.15% | 17 |
|
|
2024
Q3 | $11.1M | Sell |
113,401
-28,536
| -20% | -$2.8M | 1.33% | 16 |
|
|
2024
Q2 | $13.3M | Buy |
141,937
+3,631
| +3% | +$340K | 1.81% | 14 |
|
|
2024
Q1 | $13.1M | Buy |
138,306
+42,878
| +45% | +$4.06M | 2.07% | 14 |
|
|
2023
Q4 | $9.2M | Buy |
95,428
+10,565
| +12% | +$1.02M | 2.29% | 13 |
|
|
2023
Q3 | $7.77M | Buy |
84,863
+67
| +0.1% | +$6.14K | 2.27% | 12 |
|
|
2023
Q2 | $8.19M | Buy |
84,796
+59,449
| +235% | +$5.74M | 2.32% | 12 |
|
|
2023
Q1 | $2.51M | Sell |
25,347
-1,180
| -4% | -$117K | 0.75% | 31 |
|
|
2022
Q4 | $2.54M | Sell |
26,527
-885
| -3% | -$84.8K | 0.85% | 28 |
|
|
2022
Q3 | $2.63M | Buy |
27,412
+1,761
| +7% | +$169K | 0.97% | 26 |
|
|
2022
Q2 | $2.62M | Buy |
+25,651
| New | +$2.62M | 0.91% | 27 |
|