Caitlin John’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 | $202K | Sell |
2,108
-661
| -24% | -$63.3K | 0.18% | 122 |
|
|
2025
Q1 | $264K | Buy |
2,769
+13
| +0.5% | +$1.24K | 0.26% | 104 |
|
|
2024
Q4 | $255K | Sell |
2,756
-64
| -2% | -$5.92K | 0.17% | 112 |
|
|
2024
Q3 | $263K | Buy |
2,820
+302
| +12% | +$28.2K | 0.16% | 117 |
|
|
2024
Q2 | $236K | Hold |
2,518
| – | – | 0.17% | 115 |
|
|
2024
Q1 | $238K | Buy |
2,518
+1,001
| +66% | +$94.7K | 0.18% | 108 |
|
|
2023
Q4 | $146K | Buy |
+1,517
| New | +$146K | 0.12% | 123 |
|