Golden State Equity Partners’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 | $1.05M | Sell |
10,956
-8,215
| -43% | -$787K | 0.19% | 132 |
|
|
2025
Q1 | $1.83M | Sell |
19,171
-4,966
| -21% | -$474K | 0.36% | 65 |
|
|
2024
Q4 | $2.23M | Buy |
+24,137
| New | +$2.23M | 0.43% | 50 |
|
|
2024
Q3 | – | Sell |
-17,889
| Closed | -$1.68M | – | 854 |
|
|
2024
Q2 | $1.68M | Buy |
+17,889
| New | +$1.68M | 0.35% | 65 |
|
|
2023
Q4 | $950K | Sell |
9,852
-11,173
| -53% | -$1.08M | 0.23% | 110 |
|
|
2023
Q3 | $1.93M | Buy |
21,025
+1,062
| +5% | +$97.3K | 0.54% | 45 |
|
|
2023
Q2 | $1.93M | Buy |
+19,963
| New | +$1.93M | 0.54% | 40 |
|
|
2022
Q1 | $1.99M | Sell |
18,495
-12,661
| -41% | -$1.36M | 1% | 27 |
|
|
2021
Q4 | $3.58M | Buy |
31,156
+19,936
| +178% | +$2.29M | 1.81% | 12 |
|
|
2021
Q3 | $1.29M | Buy |
11,220
+1,646
| +17% | +$190K | 0.53% | 44 |
|
|
2021
Q2 | $1.11M | Buy |
9,574
+544
| +6% | +$62.8K | 0.43% | 55 |
|
|
2021
Q1 | $1.02M | Sell |
9,030
-241
| -3% | -$27.2K | 0.58% | 48 |
|
|
2020
Q4 | $1.11M | Buy |
+9,271
| New | +$1.11M | 0.77% | 41 |
|