Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.27M | Sell |
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|
2025
Q2 | $4.54M | Sell |
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|
2025
Q1 | $7.89M | Buy |
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|
2024
Q4 | $3.89M | Sell |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $3.48M | Sell |
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|
2024
Q1 | $3.85M | Buy |
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|
2023
Q4 | $3.76M | Sell |
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|
2023
Q3 | $3.92M | Sell |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $3.67M | Sell |
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|
2022
Q4 | $5.68M | Sell |
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|
2022
Q3 | $5.8M | Buy |
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|
2022
Q2 | $5.73M | Buy |
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|
2022
Q1 | $5.66M | Sell |
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|
2021
Q4 | $6.21M | Sell |
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|
2021
Q3 | $6.54M | Sell |
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|
2021
Q2 | $7.95M | Sell |
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|
2021
Q1 | $12.8M | Sell |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $12.4M | Sell |
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|
2020
Q2 | $12.4M | Sell |
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|
2020
Q1 | $16.3M | Buy |
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|
2019
Q4 | $9.16M | Buy |
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|
2019
Q3 | $7.92M | Sell |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $6.76M | Sell |
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|
2018
Q4 | $8.21M | Sell |
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|
2018
Q3 | $14.3M | Buy |
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|
2018
Q2 | $5.5M | Sell |
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|
2018
Q1 | $5.71M | Buy |
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|
2017
Q4 | $4.62M | Buy |
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|
2017
Q3 | $4.53M | Buy |
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|
2017
Q2 | $4.5M | Sell |
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|
2017
Q1 | $6.15M | Buy |
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|
2016
Q4 | $6.06M | Sell |
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|
2016
Q3 | $11.8M | Buy |
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|
2016
Q2 | $11.5M | Buy |
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|
2016
Q1 | $8.34M | Buy |
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