Choate Investment Advisors’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 | $1.1M | Hold |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $1.15M | Hold |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $2.95M | Sell |
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|
2021
Q2 | $35.2M | Sell |
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|
2021
Q1 | $86.5M | Sell |
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|
2020
Q4 | $171M | Buy |
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|
2020
Q3 | $157M | Buy |
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|
2020
Q2 | $118M | Buy |
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|
2020
Q1 | $35.3M | Buy |
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