Laird Norton Wetherby Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
+7,754
| New | +$743K | 0.03% | 447 |
|
|
2024
Q4 | $717K | Hold |
7,754
| – | – | 0.03% | 425 |
|
|
2024
Q3 | $761K | Sell |
7,754
-204
| -3% | -$20K | 0.03% | 432 |
|
|
2024
Q2 | $745K | Hold |
7,958
| – | – | 0.04% | 418 |
|
|
2024
Q1 | $753K | Hold |
7,958
| – | – | 0.04% | 426 |
|
|
2023
Q4 | $767K | Sell |
7,958
-5,505
| -41% | -$531K | 0.04% | 415 |
|
|
2023
Q3 | $1.23M | Buy |
13,463
+7,551
| +128% | +$692K | 0.07% | 291 |
|
|
2023
Q2 | $571K | Buy |
5,912
+2
| +0% | +$193 | 0.03% | 484 |
|
|
2023
Q1 | $586K | Sell |
5,910
-10,835
| -65% | -$1.07M | 0.03% | 479 |
|
|
2022
Q4 | $1.6M | Buy |
16,745
+8,371
| +100% | +$802K | 0.1% | 215 |
|
|
2022
Q3 | $804K | Buy |
+8,374
| New | +$804K | 0.06% | 338 |
|