Madrona Financial Services’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
Sell
-2,538
Closed -$242K 121
2025
Q1
$242K Buy
2,538
+48
+2% +$4.58K 0.07% 94
2024
Q4
$230K Sell
2,490
-78,471
-97% -$7.25M 0.06% 98
2024
Q3
$7.94M Buy
80,961
+6,968
+9% +$684K 2.21% 14
2024
Q2
$6.93M Buy
73,993
+6,271
+9% +$587K 2.13% 14
2024
Q1
$6.41M Buy
67,722
+19,566
+41% +$1.85M 2.23% 12
2023
Q4
$4.64M Buy
+48,156
New +$4.64M 1.83% 15