Ownership history in High Note Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which High Note Wealth, LLC reported a position in ISHARES 7-10 YEAR TRSURYBOND ETF (IEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 104,023 | -407 | -0.4% | 1.96% | $10.0M | $95.57 |
| 2025 Q3 | REDUCED | 104,430 | -1,928 | -1.8% | 2.02% | $10.1M | $94.69 |
| 2025 Q2 | REDUCED | 106,358 | -421 | -0.4% | 2.33% | $10.2M | $93.10 |
| 2025 Q1 | ADDED | 106,779 | +102,312 | +2290.4% | 2.52% | $10.2M | $91.82 |
| 2024 Q3 | REDUCED | 4,467 | -22,902 | -83.7% | 0.13% | $438K | $92.74 |
| 2021 Q1 | ADDED | 27,369 | +678 | +2.5% | 1.20% | $3.1M | $98.72 |
| 2020 Q4 | INITIATED | 26,691 | — | — | 1.36% | $3.2M | $104.73 |
As of 2025 Q4 — sorted by position size