Creative Planning’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
Q3 | $27.3M | Sell |
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|
2025
Q2 | $27.6M | Sell |
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|
2025
Q1 | $28.1M | Sell |
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|
2024
Q4 | $29.5M | Buy |
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|
2024
Q3 | $4.93M | Sell |
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|
2024
Q2 | $5.26M | Sell |
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|
2024
Q1 | $6.04M | Buy |
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|
2023
Q4 | $3.58M | Sell |
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|
2023
Q3 | $3.42M | Buy |
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|
2023
Q2 | $3.09M | Sell |
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|
2023
Q1 | $4.27M | Buy |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $3.98M | Sell |
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|
2021
Q4 | $4.97M | Sell |
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|
2021
Q3 | $5.29M | Sell |
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|
2021
Q2 | $5.49M | Sell |
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|
2021
Q1 | $6.2M | Sell |
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|
2020
Q4 | $9.11M | Buy |
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|
2020
Q3 | $5.86M | Buy |
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|
2020
Q2 | $5.64M | Sell |
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|
2020
Q1 | $5.9M | Sell |
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|
2019
Q4 | $5.5M | Buy |
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|
2019
Q3 | $5.56M | Buy |
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|
2019
Q2 | $5.06M | Buy |
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|
2019
Q1 | $3.21M | Buy |
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|
2018
Q4 | $2.54M | Buy |
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|
2018
Q3 | $2.43M | Sell |
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|
2018
Q2 | $2.79M | Sell |
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|
2018
Q1 | $2.86M | Sell |
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|
2017
Q4 | $2.96M | Sell |
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|
2017
Q3 | $3.63M | Sell |
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|
2017
Q2 | $4.3M | Sell |
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|
2017
Q1 | $5.59M | Sell |
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|
2016
Q4 | $6.84M | Sell |
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|
2016
Q3 | $14.2M | Buy |
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|
2016
Q2 | $787K | Buy |
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|
2016
Q1 | $684K | Sell |
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|
2015
Q4 | $1.27M | Buy |
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|
2015
Q3 | $929K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $784K | Buy |
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|
2014
Q4 | $726K | Buy |
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|
2014
Q3 | $669K | Sell |
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|
2014
Q2 | $716K | Buy |
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|
2014
Q1 | $644K | Buy |
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|
2013
Q4 | $621K | Sell |
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|
2013
Q3 | $749K | Sell |
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|
2013
Q2 | $901K | Buy |
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