Waverly Advisors’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
Q3 | $12.2M | Buy |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.52M | Buy |
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|
2024
Q1 | $516K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $82K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $6K | Buy |
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|
2013
Q3 | $4K | Buy |
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