SOA Wealth 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 | $68.1K | Sell |
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|
2025
Q2 | $73.7K | Sell |
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|
2025
Q1 | $73.5K | Buy |
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|
2024
Q4 | $70.9K | Buy |
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|
2024
Q3 | $74.4K | Buy |
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|
2024
Q2 | $70.5K | Buy |
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|
2024
Q1 | $70.7K | Buy |
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|
2023
Q4 | $71.6K | Sell |
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|
2023
Q3 | $76.8K | Buy |
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|
2023
Q2 | $77.4K | Buy |
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|
2023
Q1 | $78.9K | Buy |
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|
2022
Q4 | $76K | Buy |
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|
2022
Q3 | $75K | Buy |
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|
2022
Q2 | $80K | Buy |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $89K | Sell |
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|
2021
Q3 | $98K | Buy |
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|
2021
Q2 | $98K | Buy |
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|
2021
Q1 | $96K | Hold |
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|
2020
Q4 | $100K | Buy |
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