Financial Counselors Inc’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 |
-24,655
| Closed | -$2.35M | – | 248 |
|
|
2025
Q1 | $2.35M | Buy |
24,655
+5,455
| +28% | +$520K | 0.04% | 261 |
|
|
2024
Q4 | $1.78M | Buy |
19,200
+3,587
| +23% | +$332K | 0.03% | 282 |
|
|
2024
Q3 | $1.53M | Sell |
15,613
-2,028
| -11% | -$199K | 0.02% | 295 |
|
|
2024
Q2 | $1.65M | Buy |
17,641
+9,786
| +125% | +$916K | 0.03% | 282 |
|
|
2024
Q1 | $744K | Buy |
7,855
+4,723
| +151% | +$447K | 0.01% | 362 |
|
|
2023
Q4 | $302K | Sell |
3,132
-711
| -19% | -$68.5K | 0.01% | 487 |
|
|
2023
Q3 | $352K | Buy |
+3,843
| New | +$352K | 0.01% | 439 |
|