Clearstead Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1K | Hold |
429
| – | – | 0.01% | 333 |
|
|
2025
Q1 | $40.9K | Buy |
429
+24
| +6% | +$2.29K | 0.01% | 293 |
|
|
2024
Q4 | $37.4K | Sell |
405
-107
| -21% | -$9.89K | 0.01% | 277 |
|
|
2024
Q3 | $50.2K | Buy |
512
+330
| +181% | +$32.4K | 0.01% | 243 |
|
|
2024
Q2 | $17K | Hold |
182
| – | – | ﹤0.01% | 324 |
|
|
2024
Q1 | $17.2K | Hold |
182
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $17.5K | Sell |
182
-813
| -82% | -$78.4K | ﹤0.01% | 301 |
|
|
2023
Q3 | $91.1K | Hold |
995
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $96.1K | Buy |
995
+361
| +57% | +$34.9K | 0.03% | 181 |
|
|
2023
Q1 | $62.8K | Hold |
634
| – | – | 0.02% | 204 |
|
|
2022
Q4 | $61K | Buy |
634
+263
| +71% | +$25.3K | 0.02% | 221 |
|
|
2022
Q3 | $36K | Buy |
+371
| New | +$36K | 0.01% | 224 |
|