Capital Asset Advisory Services’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
Q3 | $1.25M | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $1.18M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $916K | Buy |
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|
2022
Q1 | $474K | Sell |
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|
2021
Q4 | $4.37M | Buy |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $90K | Buy |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $78K | Buy |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $28K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $397K | Sell |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $356K | Buy |
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|
2017
Q4 | $312K | Sell |
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|
2017
Q3 | $409K | Buy |
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|
2017
Q2 | $397K | Buy |
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|
2017
Q1 | $389K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $209K | Buy |
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