OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.5M | Buy |
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2025
Q2 | $17.7M | Buy |
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2025
Q1 | $6.88M | Buy |
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|
2024
Q4 | $4.9M | Sell |
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|
2024
Q3 | $5.32M | Buy |
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|
2024
Q2 | $5.05M | Sell |
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|
2024
Q1 | $7.86M | Sell |
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|
2023
Q4 | $9.88M | Buy |
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|
2023
Q3 | $8.18M | Sell |
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|
2023
Q2 | $12.8M | Sell |
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|
2023
Q1 | $14.3M | Buy |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $5.61M | Buy |
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|
2022
Q2 | $3.39M | Buy |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $3.62M | Buy |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.37M | Buy |
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|
2021
Q1 | $3.09M | Buy |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.81M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $677K | Buy |
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|
2019
Q3 | $577K | Buy |
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|
2019
Q2 | $503K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $166K | Buy |
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|
2018
Q2 | $74K | Hold |
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|
2018
Q1 | $75K | Buy |
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