Vontobel Holding’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
Q1 | – | Sell |
-2,579
| Closed | -$238K | – | 1119 |
|
|
2024
Q4 | $238K | Buy |
2,579
+301
| +13% | +$27.8K | ﹤0.01% | 959 |
|
|
2024
Q3 | $224K | Sell |
2,278
-779
| -25% | -$76.4K | ﹤0.01% | 989 |
|
|
2024
Q2 | $286K | Sell |
3,057
-7,795
| -72% | -$730K | ﹤0.01% | 901 |
|
|
2024
Q1 | $1.03M | Buy |
10,852
+291
| +3% | +$27.5K | 0.01% | 579 |
|
|
2023
Q4 | $1.02M | Buy |
10,561
+495
| +5% | +$47.7K | 0.01% | 585 |
|
|
2023
Q3 | $922K | Buy |
10,066
+1,753
| +21% | +$161K | 0.01% | 603 |
|
|
2023
Q2 | $803K | Hold |
8,313
| – | – | 0.01% | 655 |
|
|
2023
Q1 | $824K | Buy |
+8,313
| New | +$824K | 0.01% | 636 |
|
|
2021
Q4 | – | Sell |
-1,120
| Closed | -$129K | – | 1128 |
|
|
2021
Q3 | $129K | Buy |
+1,120
| New | +$129K | ﹤0.01% | 1075 |
|
|
2021
Q1 | – | Sell |
-1,700
| Closed | -$204K | – | 1015 |
|
|
2020
Q4 | $204K | Buy |
+1,700
| New | +$204K | ﹤0.01% | 851 |
|