Berger Financial Group’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 | $381K | Sell |
3,981
-362
| -8% | -$34.7K | 0.02% | 298 |
|
|
2025
Q1 | $414K | Sell |
4,343
-125
| -3% | -$11.9K | 0.03% | 283 |
|
|
2024
Q4 | $413K | Buy |
4,468
+65
| +1% | +$6.01K | 0.03% | 279 |
|
|
2024
Q3 | $432K | Buy |
4,403
+1,132
| +35% | +$111K | 0.03% | 250 |
|
|
2024
Q2 | $306K | Buy |
3,271
+1,035
| +46% | +$96.9K | 0.02% | 280 |
|
|
2024
Q1 | $212K | Buy |
+2,236
| New | +$212K | 0.02% | 346 |
|