Coppell Advisory Solutions’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 | $2.38M | Buy |
+24,955
| New | +$2.38M | 0.28% | 68 |
|
|
2025
Q1 | – | Sell |
-11,355
| Closed | -$1.05M | – | 1046 |
|
|
2024
Q4 | $1.05M | Buy |
11,355
+1,599
| +16% | +$148K | 0.15% | 120 |
|
|
2024
Q3 | $960K | Buy |
9,756
+2,353
| +32% | +$232K | 0.14% | 127 |
|
|
2024
Q2 | $693K | Buy |
+7,403
| New | +$693K | 0.11% | 131 |
|
|
2023
Q4 | $156K | Buy |
1,616
+1,610
| +26,833% | +$155K | 0.03% | 294 |
|
|
2023
Q3 | $575 | Sell |
6
-1,257
| -100% | -$120K | ﹤0.01% | 997 |
|
|
2023
Q2 | $122K | Buy |
+1,263
| New | +$122K | 0.03% | 242 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$575 | – | 626 |
|
|
2022
Q4 | $575 | Buy |
+6
| New | +$575 | ﹤0.01% | 1003 |
|