Ogorek Anthony Joseph’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 |
-87
| Closed | -$8K | – | 662 |
|
|
2025
Q1 | $8K | Sell |
87
-233,717
| -100% | -$21.5M | ﹤0.01% | 399 |
|
|
2024
Q4 | $21.6M | Sell |
233,804
-12,460
| -5% | -$1.15M | 6.88% | 4 |
|
|
2024
Q3 | $24.2M | Buy |
246,264
+6,674
| +3% | +$655K | 8.29% | 3 |
|
|
2024
Q2 | $22.4M | Buy |
239,590
+91,312
| +62% | +$8.55M | 7.8% | 5 |
|
|
2024
Q1 | $14M | Buy |
148,278
+1,432
| +1% | +$136K | 4.88% | 6 |
|
|
2023
Q4 | $14.2M | Sell |
146,846
-17,281
| -11% | -$1.67M | 5.14% | 4 |
|
|
2023
Q3 | $15M | Sell |
164,127
-7,351
| -4% | -$673K | 5.93% | 3 |
|
|
2023
Q2 | $16.6M | Buy |
171,478
+100,949
| +143% | +$9.75M | 6.34% | 4 |
|
|
2023
Q1 | $6.99M | Buy |
70,529
+69,421
| +6,265% | +$6.88M | 2.86% | 13 |
|
|
2022
Q4 | $106K | Buy |
+1,108
| New | +$106K | 0.05% | 67 |
|
|
2022
Q2 | – | Sell |
-17
| Closed | -$1K | – | 242 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 233 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 233 |
|