Greatmark Investment 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 | $3.21M | Sell |
33,536
-625
| -2% | -$59.9K | 0.4% | 49 |
|
2025
Q1 | $3.26M | Buy |
34,161
+60
| +0.2% | +$5.72K | 0.44% | 48 |
|
2024
Q4 | $3.15M | Buy |
34,101
+625
| +2% | +$57.8K | 0.43% | 48 |
|
2024
Q3 | $3.28M | Buy |
33,476
+1,710
| +5% | +$168K | 0.45% | 48 |
|
2024
Q2 | $2.97M | Sell |
31,766
-165
| -0.5% | -$15.5K | 0.43% | 48 |
|
2024
Q1 | $3.02M | Buy |
31,931
+1,620
| +5% | +$153K | 0.43% | 51 |
|
2023
Q4 | $2.92M | Sell |
30,311
-1,255
| -4% | -$121K | 0.46% | 47 |
|
2023
Q3 | $2.89M | Buy |
31,566
+581
| +2% | +$53.2K | 0.51% | 47 |
|
2023
Q2 | $2.99M | Buy |
30,985
+24,200
| +357% | +$2.34M | 0.5% | 47 |
|
2023
Q1 | $673K | Sell |
6,785
-40
| -0.6% | -$3.97K | 0.12% | 80 |
|
2022
Q4 | $654K | Buy |
+6,825
| New | +$654K | 0.12% | 80 |
|