D.L. Carlson Investment 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
$638K Buy
6,658
+1,483
+29% +$142K 0.12% 100
2025
Q1
$494K Buy
5,175
+1,575
+44% +$150K 0.09% 112
2024
Q4
$333K Buy
3,600
+430
+14% +$39.8K 0.06% 123
2024
Q3
$311K Buy
+3,170
New +$311K 0.06% 132