Eldridge Investment Advisors’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 |
-8,000
| Closed | -$763K | – | 158 |
|
|
2025
Q1 | $763K | Buy |
+8,000
| New | +$763K | 0.18% | 89 |
|
|
2020
Q3 | – | Sell |
-5,100
| Closed | -$621K | – | 106 |
|
|
2020
Q2 | $621K | Buy |
+5,100
| New | +$621K | 0.31% | 46 |
|
|
2019
Q4 | – | Sell |
-4,599
| Closed | -$516K | – | 99 |
|
|
2019
Q3 | $516K | Sell |
4,599
-990
| -18% | -$111K | 0.27% | 55 |
|
|
2019
Q2 | $614K | Sell |
5,589
-2,314
| -29% | -$254K | 0.33% | 43 |
|
|
2019
Q1 | $843K | Buy |
+7,903
| New | +$843K | 0.45% | 36 |
|