TPCW
TD Private Client Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
130,802
-1,099
| -0.8% | -$105K | 0.31% | 53 |
|
|
2025
Q1 | $12.6M | Sell |
131,901
-122
| -0.1% | -$11.6K | 0.35% | 52 |
|
|
2024
Q4 | $12.2M | Sell |
132,023
-8,621
| -6% | -$797K | 0.34% | 53 |
|
|
2024
Q3 | $13.8M | Sell |
140,644
-26,851
| -16% | -$2.63M | 0.4% | 46 |
|
|
2024
Q2 | $15.7M | Sell |
167,495
-1,343
| -0.8% | -$126K | 0.49% | 43 |
|
|
2024
Q1 | $16M | Buy |
168,838
+14,606
| +9% | +$1.38M | 0.52% | 41 |
|
|
2023
Q4 | $14.9M | Sell |
154,232
-1,270,149
| -89% | -$122M | 0.54% | 39 |
|
|
2023
Q3 | $130M | Buy |
1,424,381
+545,492
| +62% | +$50M | 5.65% | 2 |
|
|
2023
Q2 | $84.9M | Buy |
878,889
+127,034
| +17% | +$12.3M | 3.67% | 2 |
|
|
2023
Q1 | $74.5M | Buy |
751,855
+169,490
| +29% | +$16.8M | 3.34% | 3 |
|
|
2022
Q4 | $55.8M | Buy |
582,365
+128,071
| +28% | +$12.3M | 2.64% | 4 |
|
|
2022
Q3 | $43.6M | Buy |
454,294
+77,383
| +21% | +$7.43M | 2.23% | 4 |
|
|
2022
Q2 | $38.6M | Buy |
376,911
+247,870
| +192% | +$25.4M | 1.88% | 6 |
|
|
2022
Q1 | $13.9M | Sell |
129,041
-1,519
| -1% | -$163K | 0.59% | 28 |
|
|
2021
Q4 | $15M | Sell |
130,560
-662
| -0.5% | -$76.1K | 0.62% | 26 |
|
|
2021
Q3 | $15.1M | Buy |
131,222
+2,162
| +2% | +$249K | 0.65% | 28 |
|
|
2021
Q2 | $14.9M | Sell |
129,060
-7,703
| -6% | -$890K | 0.64% | 27 |
|
|
2021
Q1 | $15.4M | Buy |
136,763
+12,112
| +10% | +$1.37M | 0.72% | 23 |
|
|
2020
Q4 | $15M | Buy |
124,651
+6,679
| +6% | +$801K | 0.76% | 21 |
|
|
2020
Q3 | $14.4M | Buy |
117,972
+10,844
| +10% | +$1.32M | 0.8% | 22 |
|
|
2020
Q2 | $13.1M | Buy |
107,128
+194
| +0.2% | +$23.6K | 0.76% | 23 |
|
|
2020
Q1 | $13M | Buy |
106,934
+2,759
| +3% | +$335K | 0.93% | 17 |
|
|
2019
Q4 | $11.5M | Buy |
+104,175
| New | +$11.5M | 0.69% | 29 |
|