Optimum 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 | $207K | Sell |
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|
2025
Q2 | $235K | Hold |
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|
2025
Q1 | $234K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $362K | Hold |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $350K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $278K | Buy |
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|
2020
Q1 | $186K | Hold |
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|
2019
Q4 | $169K | Hold |
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|
2019
Q3 | $172K | Hold |
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|
2019
Q2 | $169K | Sell |
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|
2019
Q1 | $270K | Hold |
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|
2018
Q4 | $264K | Hold |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $260K | Sell |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $331K | Hold |
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|
2017
Q3 | $334K | Hold |
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|
2017
Q2 | $334K | Hold |
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|
2017
Q1 | $331K | Hold |
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|
2016
Q4 | $329K | Sell |
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|
2016
Q3 | $631K | Sell |
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|
2016
Q2 | $693K | Hold |
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|
2016
Q1 | $677K | Buy |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $11K | Hold |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $11K | Hold |
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|
2013
Q4 | $10K | Buy |
|