Community Financial Services 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 | $33.2M | Buy |
346,747
+10,709
| +3% | +$1.03M | 6.61% | 2 |
|
|
2025
Q1 | $32M | Buy |
336,038
+9,764
| +3% | +$931K | 6.95% | 1 |
|
|
2024
Q4 | $30.2M | Buy |
326,274
+29,961
| +10% | +$2.77M | 5.98% | 3 |
|
|
2024
Q3 | $29.1M | Sell |
296,313
-7,579
| -2% | -$744K | 5.95% | 2 |
|
|
2024
Q2 | $28.5M | Sell |
303,892
-8,811
| -3% | -$825K | 6.13% | 2 |
|
|
2024
Q1 | $29.6M | Buy |
+312,703
| New | +$29.6M | 6.74% | 1 |
|
|
2023
Q3 | $38.5M | Buy |
+420,215
| New | +$38.5M | 9.71% | 1 |
|
|
2020
Q1 | – | Sell |
-199,555
| Closed | -$22M | – | 72 |
|
|
2019
Q4 | $22M | Buy |
199,555
+29,647
| +17% | +$3.27M | 5.71% | 2 |
|
|
2019
Q3 | $19.1M | Buy |
+169,908
| New | +$19.1M | 5.53% | 2 |
|