Sound Financial Strategies Group’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 | $13.9M | Buy |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $16.8M | Sell |
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|
2024
Q3 | $18.9M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.49K | Hold |
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|
2023
Q4 | $5.59K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $73.9M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $8.6M | Sell |
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|
2020
Q2 | $8.77M | Buy |
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|
2020
Q1 | $8.66M | Buy |
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