Integrated Wealth Concepts’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 | $16.2M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $9.24M | Buy |
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|
2024
Q3 | $9.58M | Buy |
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|
2024
Q2 | $8.98M | Sell |
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|
2024
Q1 | $9.27M | Buy |
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|
2023
Q4 | $8.43M | Sell |
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|
2023
Q3 | $9.36M | Sell |
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|
2023
Q2 | $11.6M | Sell |
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|
2023
Q1 | $13.2M | Sell |
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|
2022
Q4 | $100M | Buy |
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|
2022
Q3 | $7.5M | Buy |
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|
2022
Q2 | $5.6M | Sell |
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|
2022
Q1 | $6.73M | Buy |
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|
2021
Q4 | $6.26M | Buy |
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|
2021
Q3 | $3.64M | Sell |
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|
2021
Q2 | $4.53M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $4.67M | Sell |
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|
2020
Q2 | $22.3M | Buy |
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|
2020
Q1 | $17M | Buy |
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|
2019
Q4 | $639K | Buy |
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $443K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5.02M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $526K | Buy |
|