Exencial 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
Q3 | $877K | Buy |
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2025
Q2 | $798K | Sell |
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2025
Q1 | $880K | Sell |
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|
2024
Q4 | $873K | Sell |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.25M | Sell |
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|
2023
Q3 | $1.69M | Sell |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.3M | Sell |
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|
2022
Q4 | $2.45M | Sell |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $3.12M | Buy |
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|
2022
Q1 | $3.26M | Buy |
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|
2021
Q4 | $3.32M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.38M | Sell |
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|
2021
Q1 | $4.46M | Sell |
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|
2020
Q4 | $4.83M | Sell |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $5.3M | Buy |
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