WESPAC 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 | $396K | Hold |
4,135
| – | – | 0.28% | 121 |
|
|
2025
Q1 | $394K | Buy |
+4,135
| New | +$394K | 0.32% | 108 |
|
|
2024
Q2 | – | Sell |
-25,504
| Closed | -$2.41M | – | 165 |
|
|
2024
Q1 | $2.41M | Buy |
25,504
+1,462
| +6% | +$138K | 1.41% | 13 |
|
|
2023
Q4 | $2.32M | Buy |
24,042
+1,406
| +6% | +$136K | 1.61% | 11 |
|
|
2023
Q3 | $2.07M | Sell |
22,636
-14,542
| -39% | -$1.33M | 1.55% | 13 |
|
|
2023
Q2 | $3.59M | Buy |
37,178
+13,268
| +55% | +$1.28M | 2.88% | 3 |
|
|
2023
Q1 | $2.37M | Buy |
+23,910
| New | +$2.37M | 2.23% | 7 |
|
|
2017
Q1 | – | Sell |
-2,238
| Closed | -$235K | – | 116 |
|
|
2016
Q4 | $235K | Sell |
2,238
-115
| -5% | -$12.1K | 0.26% | 97 |
|
|
2016
Q3 | $263K | Hold |
2,353
| – | – | 0.3% | 89 |
|
|
2016
Q2 | $266K | Buy |
+2,353
| New | +$266K | 0.28% | 92 |
|
|
2013
Q3 | – | Sell |
-3,715
| Closed | -$381K | – | 120 |
|
|
2013
Q2 | $381K | Buy |
+3,715
| New | +$381K | 0.58% | 68 |
|