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