Stonehage Fleming Financial Services’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 | $545K | Hold |
5,695
| – | – | 0.02% | 96 |
|
|
2025
Q1 | $543K | Hold |
5,695
| – | – | 0.02% | 78 |
|
|
2024
Q4 | $527K | Buy |
5,695
+1,486
| +35% | +$137K | 0.01% | 98 |
|
|
2024
Q3 | $413K | Hold |
4,209
| – | – | 0.01% | 111 |
|
|
2024
Q2 | $394K | Buy |
+4,209
| New | +$394K | 0.01% | 108 |
|
|
2024
Q1 | – | Sell |
-5,162
| Closed | -$498K | – | 214 |
|
|
2023
Q4 | $498K | Buy |
+5,162
| New | +$498K | 0.01% | 100 |
|