CoreCap Advisors’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 | $268K | Sell |
2,794
-1,612
| -37% | -$154K | 0.01% | 660 |
|
|
2025
Q1 | $420K | Buy |
4,406
+293
| +7% | +$27.9K | 0.02% | 510 |
|
|
2024
Q4 | $380K | Sell |
4,113
-46,914
| -92% | -$4.34M | 0.02% | 527 |
|
|
2024
Q3 | $5.01M | Buy |
+51,027
| New | +$5.01M | 0.24% | 77 |
|
|
2024
Q2 | – | Sell |
-4,974
| Closed | -$471K | – | 2068 |
|
|
2024
Q1 | $471K | Buy |
4,974
+1,912
| +62% | +$181K | 0.02% | 410 |
|
|
2023
Q4 | $295K | Sell |
3,062
-28,760
| -90% | -$2.77M | 0.02% | 462 |
|
|
2023
Q3 | $2.91M | Buy |
31,822
+18,433
| +138% | +$1.69M | 0.21% | 96 |
|
|
2023
Q2 | $1.29M | Buy |
+13,389
| New | +$1.29M | 0.09% | 210 |
|
|
2022
Q4 | $1.48M | Sell |
15,444
-6,780
| -31% | -$649K | 0.11% | 183 |
|
|
2022
Q3 | $2.13M | Buy |
22,224
+811
| +4% | +$77.8K | 0.18% | 103 |
|
|
2022
Q2 | $2.19M | Sell |
21,413
-9,451
| -31% | -$967K | 0.17% | 98 |
|
|
2022
Q1 | $3.32M | Sell |
30,864
-8,848
| -22% | -$951K | 0.23% | 80 |
|
|
2021
Q4 | $4.57M | Buy |
+39,712
| New | +$4.57M | 0.3% | 61 |
|