Cary Street Partners 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 | $11.8K | Sell |
123
-17
| -12% | -$1.63K | 0.01% | 510 |
|
|
2025
Q1 | $13.4K | Buy |
140
+14
| +11% | +$1.34K | 0.01% | 465 |
|
|
2024
Q4 | $11.6K | Sell |
126
-8,296
| -99% | -$767K | 0.01% | 438 |
|
|
2024
Q3 | $826K | Sell |
8,422
-303
| -3% | -$29.7K | 0.03% | 388 |
|
|
2024
Q2 | $817K | Sell |
8,725
-401
| -4% | -$37.6K | 0.03% | 366 |
|
|
2024
Q1 | $864K | Buy |
9,126
+158
| +2% | +$15K | 0.04% | 360 |
|
|
2023
Q4 | $864K | Sell |
8,968
-781
| -8% | -$75.3K | 0.04% | 337 |
|
|
2023
Q3 | $893K | Buy |
9,749
+630
| +7% | +$57.7K | 0.05% | 316 |
|
|
2023
Q2 | $881K | Buy |
9,119
+1,766
| +24% | +$171K | 0.06% | 275 |
|
|
2023
Q1 | $729K | Sell |
7,353
-422
| -5% | -$41.8K | 0.05% | 287 |
|
|
2022
Q4 | $745K | Sell |
7,775
-313
| -4% | -$30K | 0.05% | 277 |
|
|
2022
Q3 | $776K | Buy |
+8,088
| New | +$776K | 0.06% | 258 |
|
|
2020
Q4 | – | Sell |
-132
| Closed | -$16K | – | 586 |
|
|
2020
Q3 | $16K | Buy |
+132
| New | +$16K | ﹤0.01% | 689 |
|