L.M. Kohn & Company’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 | $331K | Sell |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $795K | Buy |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $2.52M | Buy |
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