Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $771K | Buy |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $416K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $417K | Sell |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $505K | Hold |
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|
2020
Q3 | $513K | Sell |
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|
2020
Q2 | $538K | Sell |
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|
2020
Q1 | $538K | Hold |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $624K | Sell |
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|
2019
Q2 | $654K | Buy |
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