Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $717K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $26M | Sell |
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|
2019
Q3 | $26.9M | Sell |
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|
2019
Q2 | $26.9M | Sell |
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|
2019
Q1 | $53.6M | Sell |
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|
2018
Q4 | $54.7M | Sell |
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|
2018
Q3 | $67.5M | Sell |
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|
2018
Q2 | $69.9M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $53.7M | Sell |
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|
2016
Q4 | $53.9M | Sell |
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|
2016
Q3 | $149M | Buy |
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|
2016
Q2 | $149M | Buy |
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