Capital Advisors 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 | $4.04M | Sell |
|
|||||
|
2025
Q4 | $4.4M | Sell |
|
|||||
|
2025
Q3 | $4.41M | Sell |
|
|||||
|
2025
Q2 | $6.66M | Buy |
|
|||||
|
2025
Q1 | $265K | Sell |
|
|||||
|
2024
Q4 | $279K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $657K | Sell |
|
|||||
|
2023
Q2 | $968K | Sell |
|
|||||
|
2023
Q1 | $1.04M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $279K | Buy |
|