Woodward Diversified Capital’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 | $447K | Buy |
4,669
+1,225
| +36% | +$117K | 0.23% | 101 |
|
|
2025
Q1 | $328K | Buy |
3,444
+1,043
| +43% | +$99.5K | 0.23% | 90 |
|
|
2024
Q4 | $222K | Buy |
+2,401
| New | +$222K | 0.16% | 117 |
|
|
2024
Q2 | – | Sell |
-2,679
| Closed | -$254K | – | 165 |
|
|
2024
Q1 | $254K | Sell |
2,679
-667
| -20% | -$63.1K | 0.16% | 137 |
|
|
2023
Q4 | $323K | Sell |
3,346
-177
| -5% | -$17.1K | 0.2% | 112 |
|
|
2023
Q3 | $323K | Buy |
3,523
+322
| +10% | +$29.5K | 0.23% | 106 |
|
|
2023
Q2 | $309K | Sell |
3,201
-511
| -14% | -$49.4K | 0.23% | 99 |
|
|
2023
Q1 | $368K | Buy |
+3,712
| New | +$368K | 0.29% | 88 |
|
|
2022
Q3 | – | Sell |
-3,027
| Closed | -$310K | – | 140 |
|
|
2022
Q2 | $310K | Sell |
3,027
-176
| -5% | -$18K | 0.24% | 99 |
|
|
2022
Q1 | $344K | Buy |
3,203
+5
| +0.2% | +$537 | 0.23% | 107 |
|
|
2021
Q4 | $368K | Buy |
3,198
+407
| +15% | +$46.8K | 0.22% | 116 |
|
|
2021
Q3 | $322K | Sell |
2,791
-526
| -16% | -$60.7K | 0.2% | 128 |
|
|
2021
Q2 | $383K | Sell |
3,317
-55
| -2% | -$6.35K | 0.22% | 114 |
|
|
2021
Q1 | $381K | Buy |
3,372
+981
| +41% | +$111K | 0.22% | 110 |
|
|
2020
Q4 | $287K | Buy |
+2,391
| New | +$287K | 0.19% | 122 |
|