Western Wealth Management’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 | $407K | Buy |
4,251
+167
| +4% | +$16K | 0.02% | 473 |
|
|
2025
Q1 | $389K | Buy |
4,084
+174
| +4% | +$16.6K | 0.03% | 446 |
|
|
2024
Q4 | $361K | Sell |
3,910
-4,855
| -55% | -$449K | 0.02% | 462 |
|
|
2024
Q3 | $860K | Buy |
8,765
+5,290
| +152% | +$519K | 0.05% | 336 |
|
|
2024
Q2 | $325K | Buy |
3,475
+292
| +9% | +$27.3K | 0.02% | 469 |
|
|
2024
Q1 | $301K | Sell |
3,183
-411
| -11% | -$38.9K | 0.02% | 501 |
|
|
2023
Q4 | $346K | Buy |
+3,594
| New | +$346K | 0.03% | 515 |
|
|
2022
Q4 | – | Sell |
-2,333
| Closed | -$225K | – | 693 |
|
|
2022
Q3 | $225K | Sell |
2,333
-104
| -4% | -$10K | 0.01% | 717 |
|
|
2022
Q2 | $248K | Buy |
2,437
+265
| +12% | +$27K | 0.01% | 672 |
|
|
2022
Q1 | $234K | Buy |
+2,172
| New | +$234K | 0.01% | 749 |
|
|
2021
Q1 | – | Sell |
-2,393
| Closed | -$287K | – | 530 |
|
|
2020
Q4 | $287K | Sell |
2,393
-28,452
| -92% | -$3.41M | 0.04% | 365 |
|
|
2020
Q3 | $3.76M | Sell |
30,845
-42,023
| -58% | -$5.12M | 0.61% | 27 |
|
|
2020
Q2 | $8.88M | Sell |
72,868
-23,332
| -24% | -$2.84M | 1.61% | 9 |
|
|
2020
Q1 | $11.7M | Buy |
+96,200
| New | +$11.7M | 2.68% | 6 |
|
|
2019
Q3 | – | Sell |
-1,866
| Closed | -$207K | – | 397 |
|
|
2019
Q2 | $207K | Buy |
+1,866
| New | +$207K | 0.03% | 385 |
|