Key Financial Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34K | Buy |
+14
| New | +$1.34K | ﹤0.01% | 1237 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$9.64K | – | 1319 |
|
|
2023
Q4 | $9.64K | Hold |
100
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $9.16K | Buy |
100
+11
| +12% | +$1.01K | ﹤0.01% | 740 |
|
|
2023
Q2 | $8.6K | Sell |
89
-36
| -29% | -$3.48K | ﹤0.01% | 776 |
|
|
2023
Q1 | $12.4K | Buy |
+125
| New | +$12.4K | ﹤0.01% | 630 |
|
|
2021
Q4 | – | Sell |
-279
| Closed | -$32K | – | 974 |
|
|
2021
Q3 | $32K | Buy |
+279
| New | +$32K | 0.02% | 398 |
|