Cobblestone Capital Advisors’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 | $44.4M | Buy |
463,937
+999
| +0.2% | +$95.7K | 2.27% | 14 |
|
|
2025
Q1 | $44.2M | Buy |
+462,938
| New | +$44.2M | 2.42% | 11 |
|
|
2023
Q3 | – | Sell |
-3,930
| Closed | -$380K | – | 271 |
|
|
2023
Q2 | $380K | Sell |
3,930
-300
| -7% | -$29K | 0.03% | 192 |
|
|
2023
Q1 | $419K | Sell |
4,230
-11,530
| -73% | -$1.14M | 0.03% | 182 |
|
|
2022
Q4 | $1.51M | Buy |
15,760
+13,295
| +539% | +$1.27M | 0.12% | 90 |
|
|
2022
Q3 | $237K | Sell |
2,465
-1,085
| -31% | -$104K | 0.02% | 221 |
|
|
2022
Q2 | $363K | Sell |
3,550
-6,590
| -65% | -$674K | 0.03% | 189 |
|
|
2022
Q1 | $1.09M | Buy |
+10,140
| New | +$1.09M | 0.07% | 113 |
|
|
2021
Q2 | – | Sell |
-3,560
| Closed | -$402K | – | 259 |
|
|
2021
Q1 | $402K | Buy |
3,560
+1,465
| +70% | +$165K | 0.03% | 186 |
|
|
2020
Q4 | $251K | Buy |
+2,095
| New | +$251K | 0.02% | 223 |
|