Cape Investment Advisory’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 | $143K | Sell |
1,494
-924
| -38% | -$88.5K | 0.05% | 219 |
|
|
2025
Q1 | $231K | Sell |
2,418
-525
| -18% | -$50.1K | 0.09% | 163 |
|
|
2024
Q4 | $272K | Buy |
2,943
+239
| +9% | +$22.1K | 0.11% | 144 |
|
|
2024
Q3 | $265K | Sell |
2,704
-79
| -3% | -$7.75K | 0.11% | 138 |
|
|
2024
Q2 | $261K | Buy |
2,783
+388
| +16% | +$36.3K | 0.12% | 125 |
|
|
2024
Q1 | $227K | Sell |
2,395
-194
| -7% | -$18.4K | 0.11% | 136 |
|
|
2023
Q4 | $250K | Buy |
2,589
+164
| +7% | +$15.8K | 0.12% | 124 |
|
|
2023
Q3 | $222K | Sell |
2,425
-826
| -25% | -$75.7K | 0.13% | 120 |
|
|
2023
Q2 | $314K | Buy |
3,251
+2,999
| +1,190% | +$290K | 0.18% | 97 |
|
|
2023
Q1 | $25K | Buy |
+252
| New | +$25K | 0.02% | 389 |
|