AW
Avion Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11K | Buy |
123
+99
| +413% | +$8.85K | ﹤0.01% | 441 |
|
2025
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 721 |
|
2024
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 718 |
|
2024
Q3 | – | Sell |
-32
| Closed | -$2K | – | 1162 |
|
2024
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 618 |
|
2024
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 501 |
|
2023
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 490 |
|
2023
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 484 |
|
2023
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 422 |
|
2023
Q1 | $3K | Sell |
32
-12
| -27% | -$1.13K | ﹤0.01% | 348 |
|
2022
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 334 |
|
2022
Q3 | $4K | Buy |
44
+12
| +38% | +$1.09K | ﹤0.01% | 341 |
|
2022
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 371 |
|
2022
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 322 |
|
2021
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 299 |
|
2021
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 292 |
|
2021
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 281 |
|
2021
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 278 |
|
2020
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 289 |
|
2020
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 243 |
|
2020
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 212 |
|
2020
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 224 |
|