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