LA
Lifeworks Advisors’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 | $4.72M | Sell |
49,329
-48,253
| -49% | -$4.62M | 0.7% | 42 |
|
|
2025
Q1 | $9.31M | Buy |
97,582
+48,174
| +98% | +$4.59M | 1.55% | 11 |
|
|
2024
Q4 | $4.57M | Buy |
49,408
+16,626
| +51% | +$1.54M | 0.82% | 38 |
|
|
2024
Q3 | $3.22M | Buy |
32,782
+29,996
| +1,077% | +$2.94M | 0.63% | 48 |
|
|
2024
Q2 | $261K | Buy |
+2,786
| New | +$261K | 0.07% | 187 |
|