Gladstone Institutional Advisory’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 | $1.01M | Sell |
10,565
-243
| -2% | -$23.3K | 0.04% | 345 |
|
|
2025
Q1 | $1.03M | Sell |
10,808
-266
| -2% | -$25.4K | 0.05% | 326 |
|
|
2024
Q4 | $1.02M | Buy |
11,074
+6,324
| +133% | +$585K | 0.05% | 325 |
|
|
2024
Q3 | $466K | Buy |
+4,750
| New | +$466K | 0.02% | 468 |
|
|
2020
Q2 | – | Sell |
-2,543
| Closed | -$309K | – | 275 |
|
|
2020
Q1 | $309K | Buy |
+2,543
| New | +$309K | 0.08% | 185 |
|