Strategic Wealth Partners’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 | $1.15M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $594K | Buy |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $601K | Buy |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $7.03M | Buy |
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|
2021
Q3 | $6.28M | Sell |
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|
2021
Q2 | $6.35M | Sell |
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|
2021
Q1 | $6.25M | Buy |
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|
2020
Q4 | $6.11M | Sell |
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|
2020
Q3 | $6.67M | Buy |
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|
2020
Q2 | $481K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $13 | Buy |
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|
2019
Q2 | $10K | Buy |
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