HUB 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 | $895K | Sell |
9,344
-664
| -7% | -$63.6K | 0.03% | 263 |
|
|
2025
Q1 | $954K | Sell |
10,008
-388
| -4% | -$37K | 0.04% | 227 |
|
|
2024
Q4 | $961K | Buy |
+10,396
| New | +$961K | 0.04% | 213 |
|
|
2024
Q3 | – | Sell |
-2,883
| Closed | -$270K | – | 514 |
|
|
2024
Q2 | $270K | Sell |
2,883
-341
| -11% | -$31.9K | 0.01% | 368 |
|
|
2024
Q1 | $305K | Buy |
3,224
+632
| +24% | +$59.8K | 0.02% | 349 |
|
|
2023
Q4 | $250K | Buy |
+2,592
| New | +$250K | 0.02% | 340 |
|