Lugano Financial Advisors SA (LFA)’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
Q2 | $2.75M | Hold |
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2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $3.09M | Sell |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $5.34M | Sell |
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|
2023
Q2 | $5.8M | Buy |
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|
2023
Q1 | $5.86M | Buy |
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|
2022
Q4 | $5.4M | Sell |
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|
2022
Q3 | $5.75M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $206K | Buy |
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