WNY Asset 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 | $285K | Sell |
2,980
-889
| -23% | -$85.1K | 0.03% | 190 |
|
2025
Q1 | $369K | Sell |
3,869
-744
| -16% | -$71K | 0.04% | 168 |
|
2024
Q4 | $426K | Sell |
4,613
-90,782
| -95% | -$8.39M | 0.05% | 142 |
|
2024
Q3 | $9.36M | Buy |
95,395
+93,181
| +4,209% | +$9.14M | 1.09% | 20 |
|
2024
Q2 | $207K | Sell |
2,214
-709
| -24% | -$66.4K | 0.03% | 222 |
|
2024
Q1 | $277K | Buy |
+2,923
| New | +$277K | 0.04% | 194 |
|
2023
Q4 | – | Sell |
-42,549
| Closed | -$3.9M | – | 220 |
|
2023
Q3 | $3.9M | Buy |
+42,549
| New | +$3.9M | 0.76% | 29 |
|