Dakota Wealth Management’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 | $1.07M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $989K | Hold |
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|
2024
Q1 | $999K | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $897K | Sell |
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|
2023
Q2 | $983K | Buy |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $268K | Hold |
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|
2020
Q2 | $268K | Sell |
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|
2020
Q1 | $293K | Buy |
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