GHP 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 | $83.9K | Hold |
876
| – | – | ﹤0.01% | 454 |
|
|
2025
Q1 | $83.5K | Buy |
876
+51
| +6% | +$4.86K | ﹤0.01% | 445 |
|
|
2024
Q4 | $76.3K | Hold |
825
| – | – | ﹤0.01% | 464 |
|
|
2024
Q3 | $80.9K | Hold |
825
| – | – | ﹤0.01% | 462 |
|
|
2024
Q2 | $77.3K | Hold |
825
| – | – | ﹤0.01% | 457 |
|
|
2024
Q1 | $78.1K | Sell |
825
-104
| -11% | -$9.85K | ﹤0.01% | 455 |
|
|
2023
Q4 | $89.5K | Buy |
929
+104
| +13% | +$10K | ﹤0.01% | 438 |
|
|
2023
Q3 | $75.3K | Buy |
+825
| New | +$75.3K | ﹤0.01% | 453 |
|
|
2022
Q4 | – | Sell |
-618
| Closed | -$59K | – | 948 |
|
|
2022
Q3 | $59K | Buy |
618
+528
| +587% | +$50.4K | ﹤0.01% | 466 |
|
|
2022
Q2 | $9K | Sell |
90
-258
| -74% | -$25.8K | ﹤0.01% | 700 |
|
|
2022
Q1 | $37K | Buy |
+348
| New | +$37K | ﹤0.01% | 540 |
|