EverSource 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 | $127K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $134K | Buy |
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|
2024
Q3 | $9.42K | Sell |
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|
2024
Q2 | $9.32K | Hold |
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|
2024
Q1 | $8.87K | Buy |
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|
2023
Q4 | $9.21K | Buy |
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|
2023
Q3 | $3.14K | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $41K | Sell |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | $32K | Buy |
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