Executive Wealth Management’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
2024
Q4
$602K Sell
2024
Q3
$685K Buy
2024
Q2
Sell
2024
Q1
$7.21M Buy
2023
Q4
$6.73M Sell
2023
Q3
$6.54M Sell
2023
Q2
$6.91M Sell
2023
Q1
$7.17M Buy
2022
Q4
$6.27M Buy
2022
Q3
$4.16K Sell
2022
Q2
$5.01M Buy
2022
Q1
$4.71M Buy
2019
Q3
Sell
2019
Q2
$2K Hold
2019
Q1
$2K Sell
2018
Q4
$85K Buy