Compass Financial Group (Florida)’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 | $6.79M | Sell |
70,900
-323
| -0.5% | -$30.9K | 3.4% | 10 |
|
|
2025
Q1 | $6.79M | Sell |
71,223
-1,200
| -2% | -$114K | 3.49% | 11 |
|
|
2024
Q4 | $6.7M | Sell |
72,423
-2,397
| -3% | -$222K | 3.2% | 13 |
|
|
2024
Q3 | $7.34M | Buy |
74,820
+455
| +0.6% | +$44.6K | 3.4% | 11 |
|
|
2024
Q2 | $7M | Buy |
74,365
+371
| +0.5% | +$34.9K | 3.48% | 12 |
|
|
2024
Q1 | $7M | Sell |
73,994
-136
| -0.2% | -$12.9K | 3.73% | 9 |
|
|
2023
Q4 | $7.15M | Buy |
+74,130
| New | +$7.15M | 4.02% | 8 |
|