Moulton Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $5.55M | Buy |
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|
2023
Q3 | $667K | Sell |
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|
2023
Q2 | $4.83M | Sell |
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|
2023
Q1 | $5.06M | Buy |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $5.59M | Sell |
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|
2022
Q2 | $28.5M | Hold |
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|
2022
Q1 | $28.5M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.73M | Sell |
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|
2020
Q3 | $4.5M | Sell |
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|
2020
Q2 | $4.53M | Buy |
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|
2020
Q1 | $4.36M | Buy |
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