LGT Financial Advisors’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 | $39K | Sell |
408
-12
| -3% | -$1.15K | 0.1% | 115 |
|
|
2025
Q1 | $40.1K | Sell |
420
-37
| -8% | -$3.53K | 0.12% | 116 |
|
|
2024
Q4 | $42.2K | Buy |
457
+189
| +71% | +$17.5K | 0.09% | 174 |
|
|
2024
Q3 | $26.3K | Hold |
268
| – | – | 0.06% | 221 |
|
|
2024
Q2 | $25.1K | Buy |
268
+12
| +5% | +$1.12K | 0.05% | 251 |
|
|
2024
Q1 | $24.3K | Buy |
256
+5
| +2% | +$474 | 0.03% | 327 |
|
|
2023
Q4 | $24.2K | Buy |
251
+9
| +4% | +$868 | 0.03% | 310 |
|
|
2023
Q3 | $22.2K | Hold |
242
| – | – | 0.03% | 317 |
|
|
2023
Q2 | $23.3K | Buy |
+242
| New | +$23.3K | 0.02% | 177 |
|
|
2023
Q1 | – | Sell |
-795
| Closed | -$76.2K | – | 128 |
|
|
2022
Q4 | $76.2K | Buy |
+795
| New | +$76.2K | 0.09% | 124 |
|