CIA
Concurrent Investment Advisors’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
Q2 | $14.4M | Buy |
150,703
+101,062
| +204% | +$9.68M | 0.28% | 81 |
|
|
2025
Q1 | $4.73M | Buy |
49,641
+34,280
| +223% | +$3.27M | 0.11% | 193 |
|
|
2024
Q4 | $1.42M | Sell |
15,361
-6,058
| -28% | -$560K | 0.04% | 405 |
|
|
2024
Q3 | $2.1M | Buy |
21,419
+7,221
| +51% | +$709K | 0.06% | 302 |
|
|
2024
Q2 | $1.33M | Buy |
14,198
+1,398
| +11% | +$131K | 0.04% | 366 |
|
|
2024
Q1 | $1.21M | Buy |
12,800
+2,242
| +21% | +$212K | 0.05% | 342 |
|
|
2023
Q4 | $1.02M | Buy |
+10,558
| New | +$1.02M | 0.05% | 334 |
|