Wick Capital 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
Q1 | – | Sell |
-6,716
| Closed | -$621K | – | 108 |
|
|
2024
Q4 | $621K | Sell |
6,716
-167
| -2% | -$15.4K | 0.18% | 53 |
|
|
2024
Q3 | $675K | Buy |
6,883
+159
| +2% | +$15.6K | 0.22% | 45 |
|
|
2024
Q2 | $630K | Buy |
+6,724
| New | +$630K | 0.22% | 43 |
|
|
2024
Q1 | – | Sell |
-6,724
| Closed | -$648K | – | 46 |
|
|
2023
Q4 | $648K | Hold |
6,724
| – | – | 0.27% | 35 |
|
|
2023
Q3 | $616K | Buy |
+6,724
| New | +$616K | 0.34% | 34 |
|
|
2023
Q2 | – | Sell |
-6,628
| Closed | -$657K | – | 60 |
|
|
2023
Q1 | $657K | Sell |
6,628
-274,423
| -98% | -$27.2M | 0.38% | 30 |
|
|
2022
Q4 | $18.4M | Buy |
281,051
+157,864
| +128% | +$10.4M | 10.34% | 2 |
|
|
2022
Q3 | $11.8M | Sell |
123,187
-18,852
| -13% | -$1.81M | 7.64% | 4 |
|
|
2022
Q2 | $14.5M | Buy |
+142,039
| New | +$14.5M | 10.14% | 2 |
|