Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $960K | Buy |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $827K | Buy |
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|
2024
Q2 | $787K | Buy |
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|
2024
Q1 | $123K | Buy |
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|
2023
Q4 | $19K | Sell |
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|
2023
Q3 | $91.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $570K | Sell |
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|
2021
Q3 | $604K | Hold |
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|
2021
Q2 | $606K | Sell |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $834K | Sell |
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|
2020
Q3 | $4.81M | Sell |
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|
2020
Q2 | $10.5M | Sell |
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|
2020
Q1 | $12.9M | Buy |
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|
2019
Q4 | $10.9M | Sell |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $8.05M | Buy |
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