Caldwell Sutter Capital’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 | $211K | Buy |
2,198
+163
| +8% | +$15.6K | 0.1% | 199 |
|
|
2025
Q1 | $194K | Buy |
2,035
+247
| +14% | +$23.6K | 0.09% | 203 |
|
|
2024
Q4 | $165K | Buy |
1,788
+665
| +59% | +$61.5K | 0.08% | 219 |
|
|
2024
Q3 | $110K | Buy |
1,123
+11
| +1% | +$1.08K | 0.05% | 266 |
|
|
2024
Q2 | $104K | Buy |
1,112
+3
| +0.3% | +$281 | 0.05% | 270 |
|
|
2024
Q1 | $105K | Buy |
1,109
+1
| +0.1% | +$95 | 0.05% | 269 |
|
|
2023
Q4 | $107K | Sell |
1,108
-50
| -4% | -$4.82K | 0.05% | 260 |
|
|
2023
Q3 | $106K | Buy |
1,158
+106
| +10% | +$9.71K | 0.06% | 245 |
|
|
2023
Q2 | $102K | Buy |
1,052
+977
| +1,303% | +$94.4K | 0.05% | 248 |
|
|
2023
Q1 | $7.43K | Buy |
+75
| New | +$7.43K | 0.01% | 416 |
|