LFASL
Lugano Financial Advisors SA (LFA)’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 | $2.75M | Hold |
28,863
| – | – | 1.63% | 18 |
|
|
2025
Q1 | $2.75M | Sell |
28,863
-735
| -2% | -$70.1K | 1.87% | 18 |
|
|
2024
Q4 | $2.74M | Sell |
29,598
-1,924
| -6% | -$178K | 1.79% | 20 |
|
|
2024
Q3 | $3.09M | Sell |
31,522
-450
| -1% | -$44.2K | 2.1% | 17 |
|
|
2024
Q2 | $2.99M | Buy |
31,972
+18,443
| +136% | +$1.73M | 2.28% | 16 |
|
|
2024
Q1 | $1.28M | Sell |
13,529
-928
| -6% | -$87.8K | 0.93% | 29 |
|
|
2023
Q4 | $1.39M | Sell |
14,457
-43,796
| -75% | -$4.22M | 1.09% | 28 |
|
|
2023
Q3 | $5.34M | Sell |
58,253
-1,741
| -3% | -$159K | 4.57% | 3 |
|
|
2023
Q2 | $5.8M | Buy |
59,994
+828
| +1% | +$80K | 3.86% | 5 |
|
|
2023
Q1 | $5.86M | Buy |
59,166
+2,770
| +5% | +$275K | 4.44% | 5 |
|
|
2022
Q4 | $5.4M | Sell |
56,396
-3,472
| -6% | -$333K | 4.01% | 7 |
|
|
2022
Q3 | $5.75M | Buy |
+59,868
| New | +$5.75M | 4.51% | 6 |
|
|
2020
Q1 | – | Sell |
-2,839
| Closed | -$313K | – | 129 |
|
|
2019
Q4 | $313K | Buy |
+2,839
| New | +$313K | 0.23% | 60 |
|
|
2019
Q2 | $213K | Hold |
1,939
| – | – | 0.13% | 66 |
|
|
2019
Q1 | $206K | Buy |
+1,939
| New | +$206K | 0.12% | 70 |
|