Mount Yale Investment Advisors’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 | $13.6K | Buy |
+142
| New | +$13.6K | ﹤0.01% | 1098 |
|
|
2021
Q1 | – | Sell |
-2,527
| Closed | -$303K | – | 423 |
|
|
2020
Q4 | $303K | Buy |
2,527
+403
| +19% | +$48.3K | 0.04% | 295 |
|
|
2020
Q3 | $259K | Buy |
+2,124
| New | +$259K | 0.04% | 290 |
|
|
2018
Q4 | – | Sell |
-2,268
| Closed | -$227K | – | 518 |
|
|
2018
Q3 | $227K | Hold |
2,268
| – | – | 0.04% | 292 |
|
|
2018
Q2 | $232K | Hold |
2,268
| – | – | 0.04% | 288 |
|
|
2018
Q1 | $234K | Buy |
+2,268
| New | +$234K | 0.05% | 274 |
|