Avidian Wealth Enterprises’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $489K | Sell |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $862K | Buy |
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|
2022
Q4 | $708K | Sell |
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|
2022
Q3 | $5.33M | Buy |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $321K | Buy |
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