Pacifica 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 | $710K | Sell |
7,443
-10
| -0.1% | -$954 | 0.29% | 59 |
|
|
2025
Q1 | $718K | Sell |
7,453
-84
| -1% | -$8.09K | 0.33% | 56 |
|
|
2024
Q4 | $697K | Sell |
7,537
-1,318
| -15% | -$122K | 0.3% | 56 |
|
|
2024
Q3 | $869K | Sell |
8,855
-8
| -0.1% | -$785 | 0.36% | 57 |
|
|
2024
Q2 | $830K | Sell |
8,863
-1,010
| -10% | -$94.6K | 0.36% | 55 |
|
|
2024
Q1 | $930K | Sell |
9,873
-154
| -2% | -$14.5K | 0.41% | 58 |
|
|
2023
Q4 | $946K | Sell |
10,027
-24
| -0.2% | -$2.26K | 0.47% | 56 |
|
|
2023
Q3 | $911K | Buy |
10,051
+1,032
| +11% | +$93.5K | 0.5% | 53 |
|
|
2023
Q2 | $861K | Sell |
9,019
-621
| -6% | -$59.3K | 0.49% | 54 |
|
|
2023
Q1 | $965K | Buy |
9,640
+280
| +3% | +$28K | 0.58% | 52 |
|
|
2022
Q4 | $899K | Buy |
9,360
+4,835
| +107% | +$464K | 0.61% | 52 |
|
|
2022
Q3 | $435K | Buy |
4,525
+3,460
| +325% | +$333K | 0.31% | 56 |
|
|
2022
Q2 | $109K | Buy |
1,065
+74
| +7% | +$7.57K | 0.08% | 126 |
|
|
2022
Q1 | $110K | Hold |
991
| – | – | 0.07% | 125 |
|
|
2021
Q4 | $112K | Hold |
991
| – | – | 0.07% | 122 |
|
|
2021
Q3 | $115K | Hold |
991
| – | – | 0.08% | 106 |
|
|
2021
Q2 | $113K | Buy |
991
+200
| +25% | +$22.8K | 0.09% | 101 |
|
|
2021
Q1 | $89K | Buy |
791
+550
| +228% | +$61.9K | 0.07% | 107 |
|
|
2020
Q4 | $29K | Hold |
241
| – | – | 0.03% | 163 |
|
|
2020
Q3 | $29K | Buy |
241
+210
| +677% | +$25.3K | 0.03% | 149 |
|
|
2020
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $4K | Buy |
+31
| New | +$4K | 0.01% | 301 |
|