Paragon Capital Management (Utah)’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 | $11.3M | Buy |
118,497
+265
| +0.2% | +$25.4K | 8.66% | 2 |
|
|
2025
Q1 | $11.3M | Sell |
118,232
-3,782
| -3% | -$361K | 9.11% | 2 |
|
|
2024
Q4 | $11.3M | Buy |
122,014
+35,068
| +40% | +$3.24M | 8.82% | 1 |
|
|
2024
Q3 | $8.53M | Buy |
86,946
+1,765
| +2% | +$173K | 6.29% | 2 |
|
|
2024
Q2 | $7.98M | Buy |
85,181
+1,067
| +1% | +$99.9K | 6.08% | 3 |
|
|
2024
Q1 | $7.96M | Buy |
84,114
+361
| +0.4% | +$34.2K | 5.96% | 3 |
|
|
2023
Q4 | $8.07M | Buy |
83,753
+11,633
| +16% | +$1.12M | 6.46% | 2 |
|
|
2023
Q3 | $6.61M | Buy |
72,120
+3,230
| +5% | +$296K | 5.64% | 3 |
|
|
2023
Q2 | $6.65M | Buy |
68,890
+8,084
| +13% | +$781K | 5.62% | 3 |
|
|
2023
Q1 | $6.03M | Sell |
60,806
-1,020
| -2% | -$101K | 5.25% | 2 |
|
|
2022
Q4 | $5.92M | Buy |
61,826
+92
| +0.1% | +$8.81K | 5.52% | 2 |
|
|
2022
Q3 | $5.93M | Buy |
61,734
+685
| +1% | +$65.8K | 5.8% | 2 |
|
|
2022
Q2 | $6.25M | Buy |
61,049
+5,420
| +10% | +$554K | 6.33% | 2 |
|
|
2022
Q1 | $5.98M | Sell |
55,629
-210
| -0.4% | -$22.6K | 5.54% | 2 |
|
|
2021
Q4 | $6.42M | Buy |
+55,839
| New | +$6.42M | 5.49% | 3 |
|