Carr 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 | $224K | Sell |
2,335
-34,841
| -94% | -$3.34M | 0.07% | 172 |
|
|
2025
Q1 | $3.55M | Buy |
37,176
+255
| +0.7% | +$24.3K | 1.16% | 18 |
|
|
2024
Q4 | $3.41M | Sell |
36,921
-131
| -0.4% | -$12.1K | 1.06% | 20 |
|
|
2024
Q3 | $3.64M | Buy |
37,052
+10,502
| +40% | +$1.03M | 1.07% | 16 |
|
|
2024
Q2 | $2.49M | Buy |
26,550
+8,384
| +46% | +$785K | 0.79% | 31 |
|
|
2024
Q1 | $1.72M | Buy |
18,166
+2,006
| +12% | +$190K | 0.57% | 37 |
|
|
2023
Q4 | $1.56M | Buy |
16,160
+4,666
| +41% | +$450K | 0.58% | 33 |
|
|
2023
Q3 | $1.05M | Buy |
11,494
+4,084
| +55% | +$374K | 0.42% | 45 |
|
|
2023
Q2 | $716K | Sell |
7,410
-720
| -9% | -$69.6K | 0.29% | 62 |
|
|
2023
Q1 | $806K | Buy |
+8,130
| New | +$806K | 0.36% | 51 |
|