EP Wealth Advisors’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 | $218K | Sell |
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2025
Q1 | $380K | Sell |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | $162K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $195K | Buy |
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|
2023
Q4 | $197K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $683K | Sell |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $179K | Sell |
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|
2020
Q3 | $201K | Hold |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $291K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.18M | Buy |
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