Westside Investment 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 | $307K | Sell |
3,208
-149
| -4% | -$14.3K | 0.06% | 208 |
|
|
2025
Q1 | $320K | Sell |
3,357
-819
| -20% | -$78.1K | 0.07% | 191 |
|
|
2024
Q4 | $386K | Sell |
4,176
-199
| -5% | -$18.4K | 0.08% | 169 |
|
|
2024
Q3 | $429K | Buy |
4,375
+157
| +4% | +$15.4K | 0.09% | 159 |
|
|
2024
Q2 | $395K | Sell |
4,218
-167
| -4% | -$15.6K | 0.09% | 159 |
|
|
2024
Q1 | $415K | Sell |
4,385
-356
| -8% | -$33.7K | 0.1% | 158 |
|
|
2023
Q4 | $457K | Sell |
4,741
-36
| -0.8% | -$3.47K | 0.12% | 149 |
|
|
2023
Q3 | $438K | Sell |
4,777
-319
| -6% | -$29.2K | 0.13% | 144 |
|
|
2023
Q2 | $492K | Buy |
5,096
+5
| +0.1% | +$483 | 0.14% | 137 |
|
|
2023
Q1 | $505K | Buy |
5,091
+4
| +0.1% | +$396 | 0.15% | 128 |
|
|
2022
Q4 | $487 | Buy |
5,087
+904
| +22% | +$87 | ﹤0.01% | 284 |
|
|
2022
Q3 | $401 | Sell |
4,183
-98
| -2% | -$9 | ﹤0.01% | 299 |
|
|
2022
Q2 | $438 | Buy |
4,281
+1
| +0% | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $459 | Buy |
4,280
+101
| +2% | +$11 | ﹤0.01% | 291 |
|
|
2021
Q4 | $480 | Buy |
4,179
+101
| +2% | +$12 | ﹤0.01% | 283 |
|
|
2021
Q3 | $469 | Buy |
4,078
+1
| +0% | – | ﹤0.01% | 277 |
|
|
2021
Q2 | $470 | Buy |
4,077
+726
| +22% | +$84 | ﹤0.01% | 269 |
|
|
2021
Q1 | $378 | Buy |
3,351
+415
| +14% | +$47 | ﹤0.01% | 270 |
|
|
2020
Q4 | $352 | Buy |
2,936
+1
| +0% | – | ﹤0.01% | 231 |
|
|
2020
Q3 | $357 | Buy |
2,935
+501
| +21% | +$61 | ﹤0.01% | 236 |
|
|
2020
Q2 | $296 | Buy |
2,434
+100
| +4% | +$12 | ﹤0.01% | 222 |
|
|
2020
Q1 | $283 | Buy |
+2,334
| New | +$283 | ﹤0.01% | 217 |
|
|
2019
Q2 | $250 | Buy |
+2,275
| New | +$250 | ﹤0.01% | 177 |
|
|
2018
Q4 | $201K | Buy |
1,928
+2
| +0.1% | +$208 | 0.07% | 155 |
|
|
2018
Q3 | $194K | Buy |
+1,926
| New | +$194K | 0.06% | 146 |
|