BFSG LLC’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 | $77.4K | Sell |
808
-6
| -0.7% | -$575 | 0.01% | 352 |
|
|
2025
Q1 | $77.6K | Sell |
814
-1
| -0.1% | -$95 | 0.01% | 334 |
|
|
2024
Q4 | $75.3K | Sell |
815
-8
| -1% | -$740 | 0.01% | 347 |
|
|
2024
Q3 | $80.8K | Sell |
823
-30
| -4% | -$2.94K | 0.01% | 352 |
|
|
2024
Q2 | $79.9K | Sell |
853
-135
| -14% | -$12.6K | 0.01% | 331 |
|
|
2024
Q1 | $93.5K | Buy |
988
+455
| +85% | +$43.1K | 0.01% | 320 |
|
|
2023
Q4 | $51.4K | Buy |
+533
| New | +$51.4K | 0.01% | 353 |
|
|
2022
Q4 | – | Sell |
-43,868
| Closed | -$4.21M | – | 189 |
|
|
2022
Q3 | $4.21M | Sell |
43,868
-5,652
| -11% | -$543K | 0.9% | 35 |
|
|
2022
Q2 | $5.07M | Sell |
49,520
-1,023
| -2% | -$105K | 0.91% | 36 |
|
|
2022
Q1 | $5.43M | Buy |
50,543
+11,135
| +28% | +$1.2M | 0.86% | 33 |
|
|
2021
Q4 | $4.53M | Sell |
39,408
-3,135
| -7% | -$361K | 0.63% | 51 |
|
|
2021
Q3 | $4.9M | Sell |
42,543
-3,870
| -8% | -$446K | 0.75% | 45 |
|
|
2021
Q2 | $5.36M | Sell |
46,413
-13,536
| -23% | -$1.56M | 0.96% | 36 |
|
|
2021
Q1 | $6.77M | Sell |
59,949
-37,755
| -39% | -$4.26M | 1.1% | 27 |
|
|
2020
Q4 | $11.7M | Sell |
97,704
-215
| -0.2% | -$25.8K | 1.94% | 9 |
|
|
2020
Q3 | $11.9M | Buy |
97,919
+4,815
| +5% | +$587K | 2.22% | 6 |
|
|
2020
Q2 | $11.3M | Buy |
93,104
+42,690
| +85% | +$5.2M | 2.45% | 5 |
|
|
2020
Q1 | $6.12M | Buy |
50,414
+1,304
| +3% | +$158K | 1.57% | 18 |
|
|
2019
Q4 | $5.41M | Buy |
49,110
+18,935
| +63% | +$2.09M | 1.02% | 31 |
|
|
2019
Q3 | $3.39M | Buy |
+30,175
| New | +$3.39M | 0.75% | 42 |
|