Colonial Trust’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 | $90.6K | Buy |
946
+38
| +4% | +$3.64K | 0.01% | 448 |
|
|
2025
Q1 | $86.6K | Sell |
908
-122
| -12% | -$11.6K | 0.01% | 442 |
|
|
2024
Q4 | $95.2K | Buy |
1,030
+52
| +5% | +$4.81K | 0.01% | 459 |
|
|
2024
Q3 | $96K | Buy |
978
+177
| +22% | +$17.4K | 0.01% | 455 |
|
|
2024
Q2 | $75K | Sell |
801
-18
| -2% | -$1.69K | 0.01% | 451 |
|
|
2024
Q1 | $77.5K | Buy |
819
+3
| +0.4% | +$284 | 0.01% | 445 |
|
|
2023
Q4 | $78.7K | Sell |
816
-65
| -7% | -$6.27K | 0.02% | 432 |
|
|
2023
Q3 | $80.7K | Buy |
881
+49
| +6% | +$4.49K | 0.02% | 399 |
|
|
2023
Q2 | $80.4K | Sell |
832
-524
| -39% | -$50.6K | 0.02% | 400 |
|
|
2023
Q1 | $134K | Buy |
1,356
+1,025
| +310% | +$102K | 0.03% | 287 |
|
|
2022
Q4 | $31.7K | Buy |
+331
| New | +$31.7K | 0.01% | 510 |
|