Cornerstone Planning Group’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 | $8.52K | Sell |
89
-769
| -90% | -$73.6K | ﹤0.01% | 592 |
|
|
2025
Q1 | $80.9K | Buy |
858
+772
| +898% | +$72.8K | 0.02% | 168 |
|
|
2024
Q4 | $8K | Sell |
86
-4
| -4% | -$372 | ﹤0.01% | 478 |
|
|
2024
Q3 | $8.52K | Hold |
90
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $8.8K | Hold |
90
| – | – | ﹤0.01% | 469 |
|
|
2024
Q1 | $8.32K | Buy |
90
+30
| +50% | +$2.77K | ﹤0.01% | 439 |
|
|
2023
Q4 | $5.78K | Buy |
60
+11
| +22% | +$1.06K | ﹤0.01% | 508 |
|
|
2023
Q3 | $4.49K | Sell |
49
-149
| -75% | -$13.6K | ﹤0.01% | 544 |
|
|
2023
Q2 | $19.1K | Buy |
+198
| New | +$19.1K | 0.01% | 442 |
|
|
2022
Q4 | $50.7K | Buy |
+508
| New | +$50.7K | 0.02% | 260 |
|