Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $468K | Sell |
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2023
Q2 | $508K | Sell |
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2023
Q1 | $976K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $611K | Buy |
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|
2020
Q3 | $444K | Buy |
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|
2020
Q2 | $360K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $4K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $200K | Sell |
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2018
Q1 | $213K | Sell |
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2017
Q4 | $579K | Buy |
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