William Howard & Co 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 | $13.2M | Sell |
137,992
-211
| -0.2% | -$20.2K | 11.53% | 2 |
|
|
2025
Q1 | $13.2M | Sell |
138,203
-299
| -0.2% | -$28.5K | 12.35% | 2 |
|
|
2024
Q4 | $12.8M | Sell |
138,502
-22,279
| -14% | -$2.06M | 11.59% | 2 |
|
|
2024
Q3 | $15.8M | Sell |
160,781
-13,325
| -8% | -$1.31M | 13.46% | 2 |
|
|
2024
Q2 | $16.3M | Sell |
174,106
-2,675
| -2% | -$251K | 15.06% | 2 |
|
|
2024
Q1 | $16.7M | Buy |
+176,781
| New | +$16.7M | 15.69% | 2 |
|