TrinityPoint Wealth’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
Q4 | $3.31M | Sell |
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|
2024
Q3 | $4.61M | Buy |
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2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $4.23M | Buy |
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|
2023
Q4 | $3.22M | Buy |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $933K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $200K | Buy |
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