Chicago Partners Investment 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 | $8.44M | Buy |
89,205
+1,651
| +2% | +$156K | 0.24% | 82 |
|
|
2025
Q1 | $8.32M | Buy |
87,554
+4,084
| +5% | +$388K | 0.28% | 75 |
|
|
2024
Q4 | $7.68M | Buy |
83,470
+1,476
| +2% | +$136K | 0.26% | 82 |
|
|
2024
Q3 | $7.78M | Buy |
81,994
+3,488
| +4% | +$331K | 0.28% | 78 |
|
|
2024
Q2 | $7.49M | Buy |
78,506
+5,393
| +7% | +$514K | 0.29% | 80 |
|
|
2024
Q1 | $6.72M | Buy |
73,113
+5,861
| +9% | +$538K | 0.29% | 79 |
|
|
2023
Q4 | $6.37M | Buy |
67,252
+35,504
| +112% | +$3.36M | 0.29% | 78 |
|
|
2023
Q3 | $2.85M | Buy |
31,748
+18,826
| +146% | +$1.69M | 0.15% | 131 |
|
|
2023
Q2 | $1.22M | Buy |
+12,922
| New | +$1.22M | 0.06% | 261 |
|
|
2018
Q1 | – | Sell |
-102
| Closed | -$11K | – | 935 |
|
|
2017
Q4 | $11K | Hold |
102
| – | – | ﹤0.01% | 730 |
|
|
2017
Q3 | $11K | Buy |
+102
| New | +$11K | ﹤0.01% | 759 |
|
|
2017
Q2 | – | Sell |
-102
| Closed | -$11K | – | 716 |
|
|
2017
Q1 | $11K | Hold |
102
| – | – | ﹤0.01% | 441 |
|
|
2016
Q4 | $11K | Sell |
102
-100
| -50% | -$10.8K | ﹤0.01% | 423 |
|
|
2016
Q3 | $23K | Buy |
+202
| New | +$23K | 0.01% | 354 |
|