Wellspring Financial 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
Q2 | $1.32M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $9.2M | Buy |
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|
2023
Q3 | $7.77M | Buy |
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|
2023
Q2 | $8.19M | Buy |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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