GCA
Greenwood Capital Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Buy |
88,552
+1,340
| +2% | +$128K | 1.05% | 22 |
|
|
2025
Q1 | $8.32M | Buy |
87,212
+612
| +0.7% | +$58.4K | 1.12% | 22 |
|
|
2024
Q4 | $8.01M | Buy |
86,600
+29,115
| +51% | +$2.69M | 1.04% | 27 |
|
|
2024
Q3 | $5.64M | Buy |
57,485
+1,975
| +4% | +$194K | 0.73% | 46 |
|
|
2024
Q2 | $5.2M | Buy |
+55,510
| New | +$5.2M | 0.68% | 51 |
|
|
2020
Q2 | – | Sell |
-1,868
| Closed | -$227K | – | 191 |
|
|
2020
Q1 | $227K | Sell |
1,868
-1,252
| -40% | -$152K | 0.07% | 132 |
|
|
2019
Q4 | $344K | Sell |
3,120
-1,660
| -35% | -$183K | 0.07% | 137 |
|
|
2019
Q3 | $538K | Hold |
4,780
| – | – | 0.13% | 93 |
|
|
2019
Q2 | $526K | Hold |
4,780
| – | – | 0.13% | 96 |
|
|
2019
Q1 | $510K | Sell |
4,780
-4,591
| -49% | -$490K | 0.13% | 93 |
|
|
2018
Q4 | $976K | Buy |
+9,371
| New | +$976K | 0.26% | 71 |
|