J.W. Cole Advisors’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 | $734K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $973K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $3.64M | Buy |
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|
2020
Q4 | $2.88M | Buy |
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|
2020
Q3 | $682K | Sell |
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|
2020
Q2 | $5.36M | Buy |
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|
2020
Q1 | $1.46M | Sell |
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|
2019
Q4 | $1.94M | Buy |
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