Lyell Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Lyell Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,553	Closed	-$251K	–	205
2024 Q3	$251K	Hold	2,553	–	–	0.02%	190
2024 Q2	$239K	Sell	2,553 -1,025	-29%	-$95.2K	0.02%	188
2024 Q1	$339K	Hold	3,578	–	–	0.03%	163
2023 Q4	$345K	Sell	3,578 -3,623	-50%	-$335K	0.04%	155
2023 Q3	$660K	Sell	7,201 -850	-11%	-$80.2K	0.09%	115
2023 Q2	$778K	Sell	8,051 -550	-6%	-$54.1K	0.1%	114
2023 Q1	$853K	Sell	8,601 -3,220	-27%	-$315K	0.12%	117
2022 Q4	$1.13M	Sell	11,821 -6,002	-34%	-$576K	0.18%	99
2022 Q3	$1.71M	Sell	17,823 -875	-5%	-$88.8K	0.29%	88
2022 Q2	$1.91M	Sell	18,698 -4,400	-19%	-$452K	0.31%	86
2022 Q1	$2.48M	Buy	23,098 +517	+2%	+$57.4K	0.32%	82
2021 Q4	$2.6M	Sell	22,581 -1,707	-7%	-$196K	0.3%	77
2021 Q3	$2.8M	Buy	24,288 +525	+2%	+$61.4K	0.34%	77
2021 Q2	$2.74M	Sell	23,763 -1,190	-5%	-$136K	0.34%	78
2021 Q1	$2.82M	Sell	24,953 -6,265	-20%	-$730K	0.41%	73
2020 Q4	$3.75M	Buy	31,218 +801	+3%	+$96.4K	0.6%	59
2020 Q3	$3.71M	Buy	30,417 +4,574	+18%	+$558K	0.69%	58
2020 Q2	$3.15M	Buy	25,843 +12,835	+99%	+$1.56M	0.69%	58
2020 Q1	$1.58M	Buy	13,008 +550	+4%	+$63.3K	0.47%	62
2019 Q4	$1.37M	Buy	12,458 +775	+7%	+$86.4K	0.37%	66
2019 Q3	$1.31M	Buy	11,683 +4,132	+55%	+$461K	0.39%	63
2019 Q2	$831K	Hold	7,551	–	–	0.25%	76
2019 Q1	$805K	Hold	7,551	–	–	0.27%	73
2018 Q4	$787K	Sell	7,551 -420	-5%	-$42.5K	0.33%	66
2018 Q3	$806K	Buy	7,971 +270	+4%	+$27.5K	0.27%	73
2018 Q2	$789K	Sell	7,701 -540	-7%	-$55K	0.29%	74
2018 Q1	$850K	Buy	8,241 +11	+0.1%	+$1.13K	0.31%	71
2017 Q4	$869K	Buy	8,230 +2,160	+36%	+$229K	0.35%	70
2017 Q3	$647K	Buy	6,070 +100	+2%	+$10.7K	0.28%	76
2017 Q2	$636K	Buy	5,970 +1,385	+30%	+$148K	0.31%	71
2017 Q1	$484K	Sell	4,585 -1,132	-20%	-$119K	0.26%	76
2016 Q4	$599K	Buy	+5,717	New	+$614K	0.37%	69