WPWealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,415
| Closed | -$335K | – | 93 |
|
|
2024
Q3 | $335K | Sell |
3,415
-3,808
| -53% | -$374K | 0.07% | 67 |
|
|
2024
Q2 | $676K | Hold |
7,223
| – | – | 0.16% | 34 |
|
|
2024
Q1 | $684K | Buy |
7,223
+3,415
| +90% | +$323K | 0.18% | 32 |
|
|
2023
Q4 | $367K | Hold |
3,808
| – | – | 0.11% | 48 |
|
|
2023
Q3 | $349K | Buy |
+3,808
| New | +$349K | 0.13% | 43 |
|