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Bellwether Advisors’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 | $81.8K | Hold |
854
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $81.4K | Hold |
854
| – | – | 0.02% | 191 |
|
|
2024
Q4 | $79K | Buy |
+854
| New | +$79K | 0.01% | 196 |
|
|
2023
Q2 | – | Sell |
-1,202
| Closed | -$119K | – | 263 |
|
|
2023
Q1 | $119K | Sell |
1,202
-230
| -16% | -$22.8K | 0.03% | 150 |
|
|
2022
Q4 | $137K | Sell |
1,432
-1,991
| -58% | -$191K | 0.04% | 141 |
|
|
2022
Q3 | $328K | Hold |
3,423
| – | – | 0.11% | 89 |
|
|
2022
Q2 | $350K | Sell |
3,423
-195
| -5% | -$19.9K | 0.11% | 95 |
|
|
2022
Q1 | $388K | Hold |
3,618
| – | – | 0.12% | 117 |
|
|
2021
Q4 | $416K | Sell |
3,618
-42
| -1% | -$4.83K | 0.13% | 100 |
|
|
2021
Q3 | $421K | Hold |
3,660
| – | – | 0.14% | 119 |
|
|
2021
Q2 | $422K | Sell |
3,660
-74
| -2% | -$8.53K | 0.15% | 99 |
|
|
2021
Q1 | $421K | Hold |
3,734
| – | – | 0.17% | 85 |
|
|
2020
Q4 | $447K | Buy |
+3,734
| New | +$447K | 0.2% | 73 |
|