Robertson Stephens 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $12.2M | Sell |
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|
2024
Q3 | $17.3M | Buy |
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|
2024
Q2 | $8.87M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $730K | Sell |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $675K | Sell |
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|
2021
Q2 | $746K | Sell |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $738K | Buy |
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