Crestwood Advisors 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 | $434K | Sell |
4,529
-902
| -17% | -$86.4K | 0.01% | 371 |
|
|
2025
Q1 | $518K | Sell |
5,431
-28
| -0.5% | -$2.67K | 0.01% | 336 |
|
|
2024
Q4 | $505K | Sell |
5,459
-1,648
| -23% | -$152K | 0.01% | 302 |
|
|
2024
Q3 | $697K | Buy |
7,107
+1,028
| +17% | +$101K | 0.01% | 256 |
|
|
2024
Q2 | $569K | Buy |
6,079
+133
| +2% | +$12.5K | 0.01% | 266 |
|
|
2024
Q1 | $563K | Buy |
5,946
+232
| +4% | +$22K | 0.01% | 261 |
|
|
2023
Q4 | $551K | Buy |
+5,714
| New | +$551K | 0.01% | 249 |
|