GeoWealth 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
Q2 | $1.19M | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $944K | Sell |
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|
2024
Q3 | $5.67M | Buy |
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|
2024
Q2 | $3.88M | Sell |
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|
2024
Q1 | $4.51M | Buy |
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|
2023
Q4 | $3.76M | Buy |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $960K | Sell |
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|
2021
Q4 | $14.4M | Buy |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $730K | Sell |
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|
2021
Q1 | $721K | Sell |
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|
2020
Q4 | $943K | Sell |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $603K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $1.12M | Buy |
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