NorthRock 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 | $80.6K | Sell |
841
-475
| -36% | -$45.5K | ﹤0.01% | 722 |
|
|
2025
Q1 | $126K | Buy |
1,316
+311
| +31% | +$29.7K | ﹤0.01% | 607 |
|
|
2024
Q4 | $92.9K | Sell |
1,005
-1,682
| -63% | -$156K | ﹤0.01% | 619 |
|
|
2024
Q3 | $264K | Sell |
2,687
-283
| -10% | -$27.8K | 0.01% | 534 |
|
|
2024
Q2 | $278K | Buy |
2,970
+1,510
| +103% | +$141K | 0.01% | 495 |
|
|
2024
Q1 | $138K | Buy |
1,460
+130
| +10% | +$12.3K | 0.01% | 608 |
|
|
2023
Q4 | $128K | Buy |
+1,330
| New | +$128K | 0.01% | 571 |
|