WorthPointe’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 | – | Sell |
-13,077
| Closed | -$1.25M | – | 100 |
|
|
2025
Q1 | $1.25M | Buy |
+13,077
| New | +$1.25M | 0.56% | 24 |
|
|
2023
Q2 | – | Sell |
-2,819
| Closed | -$279K | – | 57 |
|
|
2023
Q1 | $279K | Sell |
2,819
-3,418
| -55% | -$339K | 0.18% | 46 |
|
|
2022
Q4 | $597K | Hold |
6,237
| – | – | 0.4% | 30 |
|
|
2022
Q3 | $599K | Hold |
6,237
| – | – | 0.5% | 23 |
|
|
2022
Q2 | $638K | Sell |
6,237
-690
| -10% | -$70.6K | 0.54% | 19 |
|
|
2022
Q1 | $744K | Buy |
+6,927
| New | +$744K | 0.6% | 20 |
|