WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $6.98M | Buy |
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|
2023
Q1 | $3.64M | Sell |
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|
2022
Q4 | $4.32M | Sell |
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|
2022
Q3 | $9.88M | Buy |
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|
2022
Q2 | $8.62M | Buy |
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|
2022
Q1 | $8.17M | Buy |
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|
2021
Q4 | $6.06M | Buy |
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|
2021
Q3 | $4.64M | Sell |
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|
2021
Q2 | $5.07M | Sell |
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|
2021
Q1 | $5.05M | Sell |
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|
2020
Q4 | $7.5M | Buy |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $2.65M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $900K | Buy |
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|
2019
Q3 | $835K | Buy |
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|
2019
Q2 | $310K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $3.6M | Buy |
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|
2017
Q3 | $3.54M | Buy |
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|
2017
Q2 | $3.35M | Buy |
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|
2017
Q1 | $2.99M | Buy |
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|
2016
Q4 | $2.28M | Sell |
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|
2016
Q3 | $3.45M | Sell |
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|
2016
Q2 | $3.64M | Sell |
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|
2016
Q1 | $5.74M | Buy |
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