Lugano Financial Advisors SA (LFA)’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.9K | Hold |
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|
2025
Q1 | $98.6K | Sell |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.72M | Hold |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $4.39M | Buy |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $3.56M | Buy |
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|
2022
Q3 | $3.46M | Sell |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $3.97M | Sell |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $2.77M | Sell |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.89M | Sell |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $2.99M | Buy |
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|
2020
Q2 | $2.89M | Sell |
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|
2020
Q1 | $5.03M | Sell |
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|
2019
Q4 | $7.12M | Buy |
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|
2019
Q2 | $11.9M | Sell |
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|
2019
Q1 | $13.5M | Buy |
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|
2018
Q4 | $179K | Hold |
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|
2018
Q3 | $179K | Hold |
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|
2018
Q2 | $180K | Buy |
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