TIAM2
Tru Independence Asset Management 2’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 | $5.43M | Buy |
56,742
+3,166
| +6% | +$303K | 3.72% | 6 |
|
|
2025
Q1 | $5.11M | Buy |
53,576
+19,139
| +56% | +$1.83M | 3.82% | 7 |
|
|
2024
Q4 | $3.18M | Buy |
34,437
+447
| +1% | +$41.3K | 2.65% | 10 |
|
|
2024
Q3 | $3.34M | Buy |
+33,990
| New | +$3.34M | 2.81% | 10 |
|
|
2023
Q1 | $1.62M | Buy |
+16,368
| New | +$1.62M | 1.63% | 24 |
|
|
2022
Q3 | $1.59M | Buy |
16,529
+221
| +1% | +$21.2K | 1.69% | 14 |
|
|
2022
Q2 | $1.67M | Hold |
16,308
| – | – | 1.37% | 17 |
|
|
2022
Q1 | $1.75M | Buy |
16,308
+816
| +5% | +$87.7K | 1.01% | 20 |
|
|
2021
Q4 | $1.78M | Buy |
+15,492
| New | +$1.78M | 0.94% | 22 |
|
|
2021
Q1 | – | Sell |
-54
| Closed | -$6K | – | 238 |
|
|
2020
Q4 | $6K | Buy |
+54
| New | +$6K | 0.01% | 349 |
|