SVB Wealth’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 | $221K | Buy |
+2,311
| New | +$221K | 0.01% | 396 |
|
|
2024
Q3 | – | Sell |
-2,924
| Closed | -$274K | – | 290 |
|
|
2024
Q2 | $274K | Sell |
2,924
-88
| -3% | -$8.24K | 0.01% | 585 |
|
|
2024
Q1 | $285K | Hold |
3,012
| – | – | 0.01% | 652 |
|
|
2023
Q4 | $290K | Buy |
3,012
+88
| +3% | +$8.48K | 0.01% | 641 |
|
|
2023
Q3 | $268K | Hold |
2,924
| – | – | 0.01% | 651 |
|
|
2023
Q2 | $282K | Sell |
2,924
-257
| -8% | -$24.8K | 0.01% | 699 |
|
|
2023
Q1 | $315K | Sell |
3,181
-1,798
| -36% | -$178K | ﹤0.01% | 695 |
|
|
2022
Q4 | $477K | Buy |
4,979
+511
| +11% | +$48.9K | 0.01% | 574 |
|
|
2022
Q3 | $428K | Sell |
4,468
-601
| -12% | -$57.6K | 0.01% | 565 |
|
|
2022
Q2 | $519K | Buy |
5,069
+1,186
| +31% | +$121K | 0.01% | 438 |
|
|
2022
Q1 | $417K | Buy |
3,883
+243
| +7% | +$26.1K | 0.01% | 485 |
|
|
2021
Q4 | $419K | Sell |
3,640
-913
| -20% | -$105K | 0.01% | 489 |
|
|
2021
Q3 | $525K | Buy |
4,553
+113
| +3% | +$13K | 0.01% | 584 |
|
|
2021
Q2 | $513K | Buy |
4,440
+63
| +1% | +$7.28K | 0.01% | 567 |
|
|
2021
Q1 | $493K | Sell |
4,377
-360
| -8% | -$40.5K | 0.01% | 525 |
|
|
2020
Q4 | $568K | Buy |
4,737
+1,132
| +31% | +$136K | 0.01% | 438 |
|
|
2020
Q3 | $439K | Buy |
3,605
+344
| +11% | +$41.9K | 0.01% | 442 |
|
|
2020
Q2 | $397K | Buy |
3,261
+3,250
| +29,545% | +$396K | 0.01% | 406 |
|
|
2020
Q1 | $1K | Sell |
11
-3,555
| -100% | -$323K | ﹤0.01% | 582 |
|
|
2019
Q4 | $393K | Buy |
+3,566
| New | +$393K | 0.01% | 459 |
|