Modera Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
+43,931
| New | +$4.21M | 0.05% | 196 |
|
|
2024
Q1 | – | Sell |
-3,453
| Closed | -$333K | – | 573 |
|
|
2023
Q4 | $333K | Buy |
3,453
+100
| +3% | +$9.64K | 0.01% | 455 |
|
|
2023
Q3 | $307K | Sell |
3,353
-110
| -3% | -$10.1K | 0.01% | 445 |
|
|
2023
Q2 | $335K | Buy |
3,463
+187
| +6% | +$18.1K | 0.01% | 452 |
|
|
2023
Q1 | $325K | Sell |
3,276
-223
| -6% | -$22.1K | 0.01% | 277 |
|
|
2022
Q4 | $335K | Sell |
3,499
-490
| -12% | -$46.9K | 0.01% | 265 |
|
|
2022
Q3 | $383K | Sell |
3,989
-1,905
| -32% | -$183K | 0.02% | 213 |
|
|
2022
Q2 | $603K | Sell |
5,894
-773
| -12% | -$79.1K | 0.03% | 180 |
|
|
2022
Q1 | $717K | Buy |
6,667
+81
| +1% | +$8.71K | 0.03% | 174 |
|
|
2021
Q4 | $757K | Buy |
+6,586
| New | +$757K | 0.03% | 206 |
|