Delos Wealth Advisors’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
Q1 | – | Sell |
-75
| Closed | -$6.93K | – | 111 |
|
|
2024
Q4 | $6.93K | Hold |
75
| – | – | 0.01% | 123 |
|
|
2024
Q3 | $7.36K | Buy |
+75
| New | +$7.36K | 0.01% | 119 |
|
|
2024
Q1 | – | Sell |
-256
| Closed | -$24.7K | – | 400 |
|
|
2023
Q4 | $24.7K | Hold |
256
| – | – | 0.04% | 80 |
|
|
2023
Q3 | $24.3K | Buy |
+256
| New | +$24.3K | 0.03% | 96 |
|