CFGS
Concourse Financial Group Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,077
| Closed | -$3.71M | – | 3905 |
|
|
2024
Q4 | $3.71M | Buy |
40,077
+11,241
| +39% | +$1.04M | 0.21% | 105 |
|
|
2024
Q3 | $2.83M | Buy |
28,836
+672
| +2% | +$65.9K | 0.17% | 134 |
|
|
2024
Q2 | $2.64M | Buy |
28,164
+8,954
| +47% | +$839K | 0.17% | 134 |
|
|
2024
Q1 | $1.82M | Buy |
19,210
+15,122
| +370% | +$1.43M | 0.12% | 181 |
|
|
2023
Q4 | $394K | Sell |
4,088
-19,092
| -82% | -$1.84M | 0.03% | 490 |
|
|
2023
Q3 | $2.12M | Sell |
23,180
-866
| -4% | -$79.3K | 0.16% | 132 |
|
|
2023
Q2 | $2.32M | Sell |
24,046
-12,845
| -35% | -$1.24M | 0.18% | 117 |
|
|
2023
Q1 | $3.66M | Buy |
36,891
+6,448
| +21% | +$639K | 0.28% | 81 |
|
|
2022
Q4 | $2.92M | Sell |
30,443
-9,610
| -24% | -$920K | 0.24% | 100 |
|
|
2022
Q3 | $3.85M | Buy |
40,053
+28,036
| +233% | +$2.69M | 0.36% | 68 |
|
|
2022
Q2 | $1.23M | Sell |
12,017
-1,612
| -12% | -$165K | 0.1% | 204 |
|
|
2022
Q1 | $1.47M | Buy |
13,629
+3,940
| +41% | +$424K | 0.11% | 189 |
|
|
2021
Q4 | $1.11M | Sell |
9,689
-801
| -8% | -$92.1K | 0.06% | 301 |
|
|
2021
Q3 | $1.21M | Buy |
10,490
+3,448
| +49% | +$397K | 0.07% | 266 |
|
|
2021
Q2 | $813K | Buy |
7,042
+2,118
| +43% | +$245K | 0.05% | 343 |
|
|
2021
Q1 | $556K | Sell |
4,924
-17,556
| -78% | -$1.98M | 0.04% | 405 |
|
|
2020
Q4 | $2.7M | Sell |
22,480
-1,625
| -7% | -$195K | 0.2% | 110 |
|
|
2020
Q3 | $2.94M | Sell |
24,105
-5,137
| -18% | -$626K | 0.26% | 86 |
|
|
2020
Q2 | $3.56M | Buy |
29,242
+14,500
| +98% | +$1.77M | 0.35% | 62 |
|
|
2020
Q1 | $1.79M | Buy |
14,742
+9,383
| +175% | +$1.14M | 0.2% | 110 |
|
|
2019
Q4 | $591K | Buy |
5,359
+3,540
| +195% | +$390K | 0.06% | 244 |
|
|
2019
Q3 | $205K | Sell |
1,819
-7,856
| -81% | -$885K | 0.05% | 287 |
|
|
2019
Q2 | $1.07M | Buy |
9,675
+1,759
| +22% | +$194K | 0.11% | 153 |
|
|
2019
Q1 | $843K | Sell |
7,916
-13,452
| -63% | -$1.43M | 0.09% | 189 |
|
|
2018
Q4 | $2.23M | Sell |
21,368
-8,352
| -28% | -$870K | 0.27% | 75 |
|
|
2018
Q3 | $3.01M | Buy |
+29,720
| New | +$3.01M | 0.85% | 29 |
|