Signature Estate & 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 | $1.14M | Buy |
11,909
+1,161
| +11% | +$111K | 0.03% | 211 |
|
2025
Q1 | $1.03M | Sell |
10,748
-151
| -1% | -$14.4K | 0.03% | 214 |
|
2024
Q4 | $1.01M | Sell |
10,899
-1,437
| -12% | -$133K | 0.03% | 215 |
|
2024
Q3 | $1.21M | Sell |
12,336
-822
| -6% | -$80.7K | 0.03% | 174 |
|
2024
Q2 | $1.23M | Buy |
+13,158
| New | +$1.23M | 0.03% | 168 |
|
2020
Q2 | – | Sell |
-2,248
| Closed | -$273K | – | 147 |
|
2020
Q1 | $273K | Sell |
2,248
-810
| -26% | -$98.4K | 0.02% | 111 |
|
2019
Q4 | $338K | Buy |
+3,058
| New | +$338K | 0.02% | 127 |
|