SkyOak Wealth’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
$10.5M Buy
2025
Q1
$9.98M Buy
2024
Q4
$8.44M Buy
2024
Q3
$8.28M Buy
2024
Q2
$7.27M Buy
2024
Q1
$7.12M Buy
2023
Q4
$6.19M Buy
2023
Q3
$276K Hold
2023
Q2
$291K Sell
2023
Q1
$4.53M Buy
2022
Q4
$3.61M Buy
2022
Q3
$2.76M Buy
2022
Q1
Sell
2021
Q4
$2.8M Buy
2021
Q3
$2.37M Buy
2021
Q2
$2.35M Buy
2021
Q1
$1.92M Buy
2020
Q4
$1.77M Buy
2020
Q3
$1.46M Buy
2020
Q2
$727K Buy