Custos Family Office’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 | – | Sell |
-75,230
| Closed | -$7.17M | – | 74 |
|
2025
Q1 | $7.17M | Sell |
75,230
-1,145
| -1% | -$109K | 2.54% | 13 |
|
2024
Q4 | $7.06M | Buy |
76,375
+4,038
| +6% | +$373K | 2.47% | 12 |
|
2024
Q3 | $7.1M | Buy |
72,337
+2,419
| +3% | +$237K | 2.57% | 13 |
|
2024
Q2 | $6.55M | Buy |
69,918
+10,282
| +17% | +$963K | 2.61% | 13 |
|
2024
Q1 | $5.65M | Buy |
59,636
+2,280
| +4% | +$216K | 2.91% | 12 |
|
2023
Q4 | $5.53M | Buy |
+57,356
| New | +$5.53M | 2.87% | 13 |
|