EFG
Ethos Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
19,267
-6,910
| -26% | -$662K | 0.16% | 125 |
|
|
2025
Q1 | $2.5M | Sell |
26,177
-26,274
| -50% | -$2.51M | 0.24% | 100 |
|
|
2024
Q4 | $4.85M | Buy |
+52,451
| New | +$4.85M | 0.63% | 48 |
|
|
2024
Q1 | – | Sell |
-5,690
| Closed | -$548K | – | 293 |
|
|
2023
Q4 | $548K | Buy |
+5,690
| New | +$548K | 0.12% | 135 |
|