Ballentine Partners’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
Q1 | – | Sell |
-7,128
| Closed | -$659K | – | 952 |
|
|
2024
Q4 | $659K | Buy |
+7,128
| New | +$659K | 0.01% | 365 |
|
|
2024
Q3 | – | Sell |
-10,852
| Closed | -$1.02M | – | 863 |
|
|
2024
Q2 | $1.02M | Buy |
+10,852
| New | +$1.02M | 0.02% | 258 |
|
|
2017
Q3 | – | Sell |
-11
| Closed | -$1K | – | 434 |
|
|
2017
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 428 |
|