OLIO Financial Planning’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
2024
Q3
$3.04M Hold
2024
Q2
$3.04M Hold
2024
Q1
$3.04M Hold
2023
Q4
$3.04M Sell
2023
Q3
$2.95M Sell
2023
Q2
$3.48M Sell
2023
Q1
$4.15M Sell
2022
Q4
$5.63M Sell
2022
Q3
$8.67M Sell
2022
Q2
$10.3M Sell
2022
Q1
$10.8M Sell
2021
Q4
$11.8M Buy