Institute for 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 | – | Sell |
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|
2025
Q2 | $201K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $260K | Sell |
|
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $204K | Hold |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $410K | Buy |
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|
2015
Q4 | $1.97M | Sell |
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|
2015
Q3 | $2.34M | Buy |
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|
2015
Q2 | $2M | Buy |
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|
2015
Q1 | $2M | Sell |
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|
2014
Q4 | $2.14M | Sell |
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|
2014
Q3 | $3.17M | Sell |
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|
2014
Q2 | $3.79M | Buy |
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|
2014
Q1 | $214K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $550K | Buy |
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|
2013
Q2 | $28K | Buy |
|