Betterment LLC’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 | $7.16M | Buy |
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|
2025
Q1 | $7.03M | Buy |
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|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $4.36M | Buy |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $5.11M | Sell |
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|
2023
Q4 | $7.5M | Sell |
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|
2023
Q3 | $7.17M | Sell |
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|
2023
Q2 | $11.2M | Sell |
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|
2023
Q1 | $17.2M | Sell |
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|
2022
Q4 | $18.6M | Buy |
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|
2022
Q3 | $14M | Hold |
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|
2022
Q2 | $14M | Buy |
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|
2022
Q1 | $3.7M | Sell |
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|
2021
Q4 | $5.08M | Buy |
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|
2021
Q3 | $3.55M | Buy |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $1.9M | Sell |
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|
2020
Q4 | $2.13M | Buy |
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|
2020
Q3 | $2.14M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $336K | Sell |
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|
2019
Q4 | $361K | Buy |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $326K | Buy |
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|
2018
Q4 | $317K | Buy |
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|
2018
Q3 | $306K | Buy |
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|
2018
Q2 | $296K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.24M | Buy |
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|
2017
Q3 | $961K | Buy |
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|
2017
Q2 | $294K | Sell |
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|
2017
Q1 | $403K | Buy |
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|
2016
Q4 | $398K | Sell |
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|
2016
Q3 | $634K | Buy |
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|
2016
Q2 | $636K | Buy |
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