Bar Harbor Wealth Management’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
2026
Q1
$225K Buy
2023
Q4
Sell
2023
Q3
$204K Hold
2023
Q2
$215K Buy
2023
Q1
Sell
2022
Q4
$208K Sell
2022
Q3
$401K Sell
2022
Q2
$440K Buy
2020
Q1
Sell
2019
Q4
$243K Sell
2019
Q3
$287K Sell
2019
Q2
$303K Buy
2019
Q1
$221K Buy
2017
Q3
Sell
2017
Q2
$209K Buy
2016
Q4
Sell
2016
Q3
$203K Buy