Newbridge Financial Services Group’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 | $10.5K | Buy |
110
+98
| +817% | +$9.39K | ﹤0.01% | 870 |
|
|
2025
Q1 | $1.14K | Hold |
12
| – | – | ﹤0.01% | 939 |
|
|
2024
Q4 | $1.11K | Buy |
+12
| New | +$1.11K | ﹤0.01% | 1012 |
|
|
2024
Q3 | – | Sell |
-35
| Closed | -$3.28K | – | 857 |
|
|
2024
Q2 | $3.28K | Hold |
35
| – | – | ﹤0.01% | 903 |
|
|
2024
Q1 | $3.31K | Hold |
35
| – | – | ﹤0.01% | 943 |
|
|
2023
Q4 | $3.37K | Sell |
35
-1,111
| -97% | -$107K | ﹤0.01% | 909 |
|
|
2023
Q3 | $105K | Sell |
1,146
-4,189
| -79% | -$384K | 0.05% | 284 |
|
|
2023
Q2 | $515K | Buy |
5,335
+4,951
| +1,289% | +$478K | 0.25% | 79 |
|
|
2023
Q1 | $38.1K | Sell |
384
-40
| -9% | -$3.97K | 0.02% | 530 |
|
|
2022
Q4 | $40.6K | Buy |
424
+14
| +3% | +$1.34K | 0.02% | 513 |
|
|
2022
Q3 | $39K | Buy |
410
+131
| +47% | +$12.5K | 0.02% | 511 |
|
|
2022
Q2 | $29K | Buy |
279
+89
| +47% | +$9.25K | 0.02% | 545 |
|
|
2022
Q1 | $20K | Sell |
190
-2
| -1% | -$211 | 0.01% | 733 |
|
|
2021
Q4 | $22K | Sell |
192
-131
| -41% | -$15K | 0.01% | 696 |
|
|
2021
Q3 | $37K | Buy |
323
+62
| +24% | +$7.1K | 0.02% | 495 |
|
|
2021
Q2 | $30K | Sell |
261
-103
| -28% | -$11.8K | 0.02% | 636 |
|
|
2021
Q1 | $41K | Buy |
364
+273
| +300% | +$30.8K | 0.03% | 439 |
|
|
2020
Q4 | $11K | Sell |
91
-189
| -68% | -$22.8K | 0.01% | 694 |
|
|
2020
Q3 | $34K | Buy |
+280
| New | +$34K | 0.03% | 375 |
|