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	Shares Change %	Capital Flow	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%	-$96K	0.02%	188
2024 Q1	$339K	Hold	3,578	–	–	0.03%	163
2023 Q4	$345K	Sell	3,578 -3,623	-50%	-$349K	0.04%	155
2023 Q3	$660K	Sell	7,201 -850	-11%	-$77.9K	0.09%	115
2023 Q2	$778K	Sell	8,051 -550	-6%	-$53.1K	0.1%	114
2023 Q1	$853K	Sell	8,601 -3,220	-27%	-$319K	0.12%	117
2022 Q4	$1.13M	Sell	11,821 -6,002	-34%	-$575K	0.18%	99
2022 Q3	$1.71M	Sell	17,823 -875	-5%	-$84K	0.29%	88
2022 Q2	$1.91M	Sell	18,698 -4,400	-19%	-$450K	0.31%	86
2022 Q1	$2.48M	Buy	23,098 +517	+2%	+$55.6K	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%	+$60.5K	0.34%	77
2021 Q2	$2.74M	Sell	23,763 -1,190	-5%	-$137K	0.34%	78
2021 Q1	$2.82M	Sell	24,953 -6,265	-20%	-$708K	0.41%	73
2020 Q4	$3.75M	Buy	31,218 +801	+3%	+$96.1K	0.6%	59
2020 Q3	$3.71M	Buy	30,417 +4,574	+18%	+$557K	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%	+$66.8K	0.47%	62
2019 Q4	$1.37M	Buy	12,458 +775	+7%	+$85.4K	0.37%	66
2019 Q3	$1.31M	Buy	11,683 +4,132	+55%	+$465K	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%	-$43.8K	0.33%	66
2018 Q3	$806K	Buy	7,971 +270	+4%	+$27.3K	0.27%	73
2018 Q2	$789K	Sell	7,701 -540	-7%	-$55.3K	0.29%	74
2018 Q1	$850K	Buy	8,241 +11	+0.1%	+$1.14K	0.31%	71
2017 Q4	$869K	Buy	8,230 +2,160	+36%	+$228K	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	+$599K	0.37%	69