Caldwell Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-186
|
|
||||
|
2025
Q1 | $17.7K | Buy |
+186
|
|
||||
|
2024
Q2 | – | Sell |
-166
|
|
||||
|
2024
Q1 | $15.7K | Buy |
+166
|
|
||||
|
2023
Q2 | – | Sell |
-85
|
|
||||
|
2023
Q1 | $8.43K | Sell |
85
-524
|
|
||||
|
2022
Q4 | $58.3K | Hold |
609
|
|
||||
|
2022
Q3 | $58.5K | Sell |
609
-204
|
|
||||
|
2022
Q2 | $83.2K | Buy |
813
+204
|
|
||||
|
2022
Q1 | $65.4K | Hold |
609
|
|
||||
|
2021
Q4 | $70K | Sell |
609
-86
|
|
||||
|
2021
Q3 | $80.1K | Hold |
695
|
|
||||
|
2021
Q2 | $80.3K | Sell |
695
-204
|
|
||||
|
2021
Q1 | $102K | Sell |
899
-1,526
|
|
||||
|
2020
Q4 | $291K | Buy |
2,425
+1,525
|
|
||||
|
2020
Q3 | $110K | Hold |
900
|
|
||||
|
2020
Q2 | $110K | Hold |
900
|
|
||||
|
2020
Q1 | $109K | Hold |
900
|
|
||||
|
2019
Q4 | $99.2K | Buy |
+900
|
|