EverSource Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
1,321
-1,726
| -57% | -$165K | 0.01% | 1069 |
|
|
2025
Q1 | $291K | Buy |
3,047
+1,598
| +110% | +$152K | 0.02% | 538 |
|
|
2024
Q4 | $134K | Buy |
1,449
+1,353
| +1,409% | +$125K | 0.01% | 816 |
|
|
2024
Q3 | $9.42K | Sell |
96
-1
| -1% | -$98 | ﹤0.01% | 1901 |
|
|
2024
Q2 | $9.32K | Hold |
97
| – | – | ﹤0.01% | 1897 |
|
|
2024
Q1 | $8.87K | Buy |
97
+1
| +1% | +$91 | ﹤0.01% | 1754 |
|
|
2023
Q4 | $9.22K | Buy |
96
+62
| +182% | +$5.95K | ﹤0.01% | 1585 |
|
|
2023
Q3 | $3.14K | Sell |
34
-2,505
| -99% | -$231K | ﹤0.01% | 1872 |
|
|
2023
Q2 | $245K | Buy |
2,539
+2,125
| +513% | +$205K | 0.03% | 353 |
|
|
2023
Q1 | $41K | Sell |
414
-916
| -69% | -$90.8K | 0.01% | 856 |
|
|
2022
Q4 | $127K | Sell |
1,330
-1,152
| -46% | -$110K | 0.02% | 444 |
|
|
2022
Q3 | $239K | Sell |
2,482
-330
| -12% | -$31.8K | 0.05% | 273 |
|
|
2022
Q2 | $287K | Buy |
2,812
+1,182
| +73% | +$121K | 0.07% | 215 |
|
|
2022
Q1 | $175K | Buy |
1,630
+1,352
| +486% | +$145K | 0.04% | 265 |
|
|
2021
Q4 | $32K | Buy |
+278
| New | +$32K | 0.01% | 516 |
|