Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,245
| Closed | -$210K | – | 762 |
|
|
2024
Q2 | $210K | Buy |
+2,245
| New | +$210K | ﹤0.01% | 612 |
|
|
2024
Q1 | – | Sell |
-2,184
| Closed | -$211K | – | 656 |
|
|
2023
Q4 | $211K | Buy |
+2,184
| New | +$211K | ﹤0.01% | 608 |
|
|
2020
Q4 | – | Sell |
-5,731
| Closed | -$698K | – | 585 |
|
|
2020
Q3 | $698K | Buy |
+5,731
| New | +$698K | 0.04% | 152 |
|