Litman Gregory Wealth Management’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 | $6.29M | Sell |
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|
2025
Q2 | $6.52M | Buy |
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|
2025
Q1 | $6.48M | Sell |
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|
2024
Q4 | $6.29M | Buy |
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|
2024
Q3 | $6.28M | Sell |
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|
2024
Q2 | $6.07M | Sell |
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|
2024
Q1 | $6.15M | Buy |
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|
2023
Q4 | $6.06M | Buy |
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|
2023
Q3 | $5.65M | Buy |
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|
2023
Q2 | $5.64M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.55M | Buy |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $5.56M | Sell |
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|
2022
Q1 | $5.84M | Buy |
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|
2021
Q4 | $6.16M | Sell |
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|
2021
Q3 | $6.42M | Buy |
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|
2021
Q2 | $13.4K | Sell |
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|
2021
Q1 | $30.2M | Sell |
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|
2020
Q4 | $33.1M | Sell |
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|
2020
Q3 | $35.2M | Buy |
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|
2020
Q2 | $34.7M | Buy |
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|
2020
Q1 | $29.5M | Sell |
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|
2019
Q4 | $31.3M | Sell |
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|
2019
Q3 | $32.8M | Buy |
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|
2019
Q2 | $4.43M | Sell |
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|
2019
Q1 | $4.38M | Buy |
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|
2018
Q4 | $4.12M | Sell |
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|
2018
Q3 | $4.34M | Buy |
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|
2018
Q2 | $3.72M | Buy |
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|
2018
Q1 | $3.72M | Sell |
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|
2017
Q4 | $3.85K | Buy |
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|
2017
Q3 | $3.71M | Buy |
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|
2017
Q2 | $3.64M | Buy |
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|
2017
Q1 | $3.51M | Buy |
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|
2016
Q4 | $3.35M | Buy |
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|
2016
Q3 | $3.35M | Buy |
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|
2016
Q2 | $3.28M | Hold |
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|
2016
Q1 | $3.21M | Sell |
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|
2015
Q4 | $3.28M | Buy |
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|
2014
Q3 | $3.22M | Buy |
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|
2014
Q2 | $3.13M | Sell |
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|
2014
Q1 | $3.08M | Buy |
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|
2013
Q4 | $2.94M | Buy |
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|
2013
Q3 | $2.93M | Buy |
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|
2013
Q2 | $2.69M | Buy |
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