Colton Groome Financial 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 | – | Sell |
-3,010
| Closed | -$289K | – | 140 |
|
|
2025
Q1 | $289K | Buy |
+3,010
| New | +$289K | 0.11% | 98 |
|
|
2022
Q4 | – | Sell |
-17,219
| Closed | -$1.65M | – | 126 |
|
|
2022
Q3 | $1.65M | Sell |
17,219
-3,880
| -18% | -$372K | 0.84% | 31 |
|
|
2022
Q2 | $2.16M | Sell |
21,099
-26,844
| -56% | -$2.75M | 1.08% | 24 |
|
|
2022
Q1 | $5.15M | Buy |
47,943
+23,519
| +96% | +$2.53M | 2.38% | 16 |
|
|
2021
Q4 | $2.81M | Buy |
+24,424
| New | +$2.81M | 1.14% | 26 |
|
|
2021
Q2 | – | Sell |
-55,261
| Closed | -$6.24M | – | 102 |
|
|
2021
Q1 | $6.24M | Buy |
55,261
+36,523
| +195% | +$4.12M | 3.49% | 12 |
|
|
2020
Q4 | $2.25M | Buy |
+18,738
| New | +$2.25M | 1.45% | 24 |
|
|
2020
Q3 | – | Sell |
-11,552
| Closed | -$1.41M | – | 57 |
|
|
2020
Q2 | $1.41M | Sell |
11,552
-2,177
| -16% | -$265K | 1.02% | 22 |
|
|
2020
Q1 | $1.67M | Sell |
13,729
-13,312
| -49% | -$1.62M | 1.38% | 12 |
|
|
2019
Q4 | $2.98M | Buy |
27,041
+629
| +2% | +$69.3K | 2.14% | 14 |
|
|
2019
Q3 | $2.92M | Buy |
+26,412
| New | +$2.92M | 2.15% | 17 |
|