Bedell Frazier Investment Counselling’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 | $519K | Buy |
+5,417
| New | +$519K | 0.13% | 77 |
|
|
2023
Q4 | – | Sell |
-11,803
| Closed | -$1.08M | – | 93 |
|
|
2023
Q3 | $1.08M | Sell |
11,803
-11,637
| -50% | -$1.07M | 0.32% | 53 |
|
|
2023
Q2 | $2.26M | Sell |
23,440
-1,653
| -7% | -$160K | 0.66% | 36 |
|
|
2023
Q1 | $2.49M | Sell |
25,093
-14,704
| -37% | -$1.46M | 0.73% | 32 |
|
|
2022
Q4 | $3.81M | Sell |
39,797
-35,790
| -47% | -$3.43M | 1% | 30 |
|
|
2022
Q3 | $7.26M | Buy |
75,587
+11,154
| +17% | +$1.07M | 2.04% | 18 |
|
|
2022
Q2 | $6.59M | Buy |
64,433
+445
| +0.7% | +$45.5K | 2.02% | 19 |
|
|
2022
Q1 | $6.88M | Buy |
+63,988
| New | +$6.88M | 1.74% | 24 |
|