Dynamic Advisor Solutions’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
Q4
$225K Buy
2024
Q4
Sell
2024
Q3
$257K Sell
2024
Q2
$707K Buy
2023
Q4
Sell
2023
Q3
$533K Sell
2023
Q2
$2.33M Buy
2023
Q1
$2.32M Buy
2022
Q4
$2.19M Sell
2022
Q3
$3.15M Buy
2022
Q2
$2.48M Sell
2022
Q1
$5.14M Buy
2021
Q4
$416K Buy
2021
Q2
Sell
2021
Q1
$254K Buy
2020
Q4
$262K Sell
2020
Q3
$312K Sell
2020
Q2
$334K Buy
2020
Q1
$208K Buy