Pacific Financial 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 | $386K | Sell |
4,026
-739
| -16% | -$70.8K | 0.3% | 50 |
|
|
2025
Q1 | $454K | Sell |
4,765
-1,100
| -19% | -$105K | 0.37% | 45 |
|
|
2024
Q4 | $542K | Buy |
5,865
+41
| +0.7% | +$3.79K | 0.4% | 42 |
|
|
2024
Q3 | $571K | Buy |
5,824
+2,990
| +106% | +$293K | 0.42% | 40 |
|
|
2024
Q2 | $265K | Sell |
2,834
-5,433
| -66% | -$509K | 0.19% | 53 |
|
|
2024
Q1 | $783K | Buy |
8,267
+4,505
| +120% | +$426K | 0.54% | 38 |
|
|
2023
Q4 | $363K | Buy |
3,762
+33
| +0.9% | +$3.18K | 0.27% | 48 |
|
|
2023
Q3 | $342K | Sell |
3,729
-138
| -4% | -$12.6K | 0.22% | 51 |
|
|
2023
Q2 | $374K | Buy |
3,867
+227
| +6% | +$21.9K | 0.24% | 47 |
|
|
2023
Q1 | $361K | Sell |
3,640
-40
| -1% | -$3.96K | 0.27% | 45 |
|
|
2022
Q4 | $352K | Sell |
3,680
-105
| -3% | -$10.1K | 0.26% | 43 |
|
|
2022
Q3 | $363K | Sell |
3,785
-457
| -11% | -$43.8K | 0.33% | 40 |
|
|
2022
Q2 | $434K | Sell |
4,242
-512
| -11% | -$52.4K | 0.32% | 44 |
|
|
2022
Q1 | $511K | Sell |
4,754
-16,613
| -78% | -$1.79M | 0.33% | 45 |
|
|
2021
Q4 | $2.41M | Buy |
21,367
+1,807
| +9% | +$204K | 1.58% | 20 |
|
|
2021
Q3 | $2.25M | Buy |
19,560
+3,804
| +24% | +$438K | 1.61% | 21 |
|
|
2021
Q2 | $1.82M | Buy |
15,756
+10,355
| +192% | +$1.2M | 1.26% | 20 |
|
|
2021
Q1 | $610K | Buy |
5,401
+1,342
| +33% | +$152K | 0.49% | 39 |
|
|
2020
Q4 | $487K | Sell |
4,059
-7,640
| -65% | -$917K | 0.43% | 41 |
|
|
2020
Q3 | $1.43M | Buy |
11,699
+3,643
| +45% | +$444K | 1.12% | 29 |
|
|
2020
Q2 | $979K | Sell |
8,056
-355
| -4% | -$43.1K | 1.02% | 28 |
|
|
2020
Q1 | $1.02M | Buy |
8,411
+1,785
| +27% | +$217K | 1.05% | 26 |
|
|
2019
Q4 | $730K | Buy |
6,626
+1,491
| +29% | +$164K | 0.07% | 66 |
|
|
2019
Q3 | $565K | Buy |
+5,135
| New | +$565K | 0.06% | 63 |
|
|
2016
Q2 | $215K | Buy |
+1,905
| New | +$215K | 0.38% | 38 |
|
|
2015
Q4 | $67K | Buy |
634
+63
| +11% | +$6.66K | 0.12% | 48 |
|
|
2015
Q3 | $62K | Buy |
+571
| New | +$62K | 0.08% | 54 |
|