Annis Gardner Whiting Capital Advisors’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 | $51.7K | Sell |
540
-15
| -3% | -$1.44K | 0.02% | 415 |
|
|
2025
Q1 | $52.9K | Buy |
555
+10
| +2% | +$954 | 0.02% | 345 |
|
|
2024
Q4 | $50.4K | Buy |
545
+35
| +7% | +$3.24K | 0.01% | 345 |
|
|
2024
Q3 | $50K | Buy |
510
+74
| +17% | +$7.26K | 0.01% | 366 |
|
|
2024
Q2 | $40.8K | Buy |
436
+32
| +8% | +$3K | 0.01% | 437 |
|
|
2024
Q1 | $38.2K | Buy |
404
+197
| +95% | +$18.6K | 0.01% | 431 |
|
|
2023
Q4 | $20K | Hold |
207
| – | – | 0.01% | 404 |
|
|
2023
Q3 | $19K | Buy |
+207
| New | +$19K | 0.01% | 394 |
|