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