Corient Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Sell |
72,854
-74,382
| -51% | -$7.12M | 0.01% | 667 |
|
|
2025
Q1 | $14M | Buy |
147,236
+76,232
| +107% | +$7.27M | 0.02% | 446 |
|
|
2024
Q4 | $6M | Sell |
71,004
-19,334
| -21% | -$1.63M | 0.01% | 649 |
|
|
2024
Q3 | $8.86M | Sell |
90,338
-152,734
| -63% | -$15M | 0.01% | 576 |
|
|
2024
Q2 | $22.8M | Sell |
243,072
-4,480
| -2% | -$420K | 0.04% | 366 |
|
|
2024
Q1 | $23.4M | Buy |
247,552
+215,863
| +681% | +$20.4M | 0.04% | 356 |
|
|
2023
Q4 | $3.05M | Sell |
31,689
-3,384
| -10% | -$326K | 0.01% | 843 |
|
|
2023
Q3 | $3.21M | Sell |
35,073
-929,570
| -96% | -$85.1M | 0.01% | 758 |
|
|
2023
Q2 | $93.2M | Sell |
964,643
-837,552
| -46% | -$80.9M | 0.22% | 110 |
|
|
2023
Q1 | $179M | Buy |
1,802,195
+258,891
| +17% | +$25.7M | 0.48% | 48 |
|
|
2022
Q4 | $148M | Buy |
+1,543,304
| New | +$148M | 0.54% | 43 |
|