Addison 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 | $9.19K | Sell |
96
-96
| -50% | -$9.19K | ﹤0.01% | 631 |
|
2025
Q1 | $18.3K | Hold |
192
| – | – | 0.01% | 517 |
|
2024
Q4 | $17.8K | Sell |
192
-541
| -74% | -$50K | ﹤0.01% | 515 |
|
2024
Q3 | $71.9K | Hold |
733
| – | – | 0.02% | 343 |
|
2024
Q2 | $68.6K | Buy |
733
+430
| +142% | +$40.3K | 0.02% | 330 |
|
2024
Q1 | $28.7K | Buy |
+303
| New | +$28.7K | 0.01% | 421 |
|