Valmark Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $310K | Buy |
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|
2021
Q3 | $288K | Sell |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $320K | Sell |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $426K | Buy |
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|
2019
Q2 | $372K | Sell |
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|
2019
Q1 | $363K | Buy |
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|
2018
Q4 | $349K | Buy |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $355K | Hold |
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|
2017
Q4 | $363K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $369K | Sell |
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|
2013
Q2 | $427K | Buy |
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