Montecito Bank & Trust’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
Q1 | $476K | Sell |
4,988
-609
| -11% | -$58.1K | 0.08% | 205 |
|
|
2024
Q4 | $517K | Sell |
5,597
-35
| -0.6% | -$3.24K | 0.09% | 197 |
|
|
2024
Q3 | $553K | Buy |
+5,632
| New | +$553K | 0.09% | 201 |
|
|
2017
Q1 | – | Sell |
-603
| Closed | -$63K | – | 276 |
|
|
2016
Q4 | $63K | Buy |
+603
| New | +$63K | 0.02% | 270 |
|
|
2015
Q3 | – | Sell |
-5,355
| Closed | -$580K | – | 161 |
|
|
2015
Q2 | $580K | Hold |
5,355
| – | – | 0.29% | 71 |
|
|
2015
Q1 | $580K | Buy |
5,355
+482
| +10% | +$52.2K | 0.29% | 71 |
|
|
2014
Q4 | $516K | Buy |
+4,873
| New | +$516K | 0.27% | 80 |
|