WhitTier Trust Company’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
Q2 | $1.92K | Hold |
20
| – | – | ﹤0.01% | 1314 |
|
|
2025
Q1 | $1.91K | Hold |
20
| – | – | ﹤0.01% | 1289 |
|
|
2024
Q4 | $1.85K | Hold |
20
| – | – | ﹤0.01% | 1245 |
|
|
2024
Q3 | $1.96K | Hold |
20
| – | – | ﹤0.01% | 1226 |
|
|
2024
Q2 | $1.87K | Hold |
20
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q1 | $1.89K | Hold |
20
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q4 | $1.93K | Hold |
20
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q3 | $1.83K | Hold |
20
| – | – | ﹤0.01% | 1088 |
|
|
2023
Q2 | $1.93K | Hold |
20
| – | – | ﹤0.01% | 1107 |
|
|
2023
Q1 | $1.98K | Hold |
20
| – | – | ﹤0.01% | 1089 |
|
|
2022
Q4 | $1.92K | Buy |
+20
| New | +$1.92K | ﹤0.01% | 1100 |
|
|
2022
Q1 | – | Sell |
-2,102
| Closed | -$242K | – | 1115 |
|
|
2021
Q4 | $242K | Hold |
2,102
| – | – | 0.01% | 440 |
|
|
2021
Q3 | $242K | Buy |
2,102
+1,581
| +303% | +$182K | 0.01% | 431 |
|
|
2021
Q2 | $60K | Buy |
+521
| New | +$60K | ﹤0.01% | 633 |
|
|
2018
Q4 | – | Sell |
-761
| Closed | -$77K | – | 1065 |
|
|
2018
Q3 | $77K | Hold |
761
| – | – | 0.01% | 543 |
|
|
2018
Q2 | $78K | Hold |
761
| – | – | 0.01% | 533 |
|
|
2018
Q1 | $79K | Hold |
761
| – | – | 0.01% | 531 |
|
|
2017
Q4 | $80K | Buy |
+761
| New | +$80K | 0.01% | 508 |
|
|
2017
Q1 | – | Sell |
-222
| Closed | -$23K | – | 938 |
|
|
2016
Q4 | $23K | Buy |
+222
| New | +$23K | ﹤0.01% | 671 |
|