PCIG
Partners Capital Investment Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9M | Sell |
396,173
-552,123
| -58% | -$52.9M | 1.52% | 15 |
|
|
2025
Q1 | $90.4M | Buy |
948,296
+381,529
| +67% | +$36.4M | 1.53% | 16 |
|
|
2024
Q4 | $52.4M | Sell |
566,767
-486,356
| -46% | -$45M | 1.44% | 19 |
|
|
2024
Q3 | $103M | Buy |
1,053,123
+13,331
| +1% | +$1.31M | 1.65% | 17 |
|
|
2024
Q2 | $97.7M | Buy |
1,039,792
+299,707
| +40% | +$28.2M | 1.65% | 17 |
|
|
2024
Q1 | $70.1M | Sell |
740,085
-52,624
| -7% | -$4.98M | 1.89% | 12 |
|
|
2023
Q4 | $76.4M | Sell |
792,709
-319,752
| -29% | -$30.8M | 1.68% | 13 |
|
|
2023
Q3 | $102M | Buy |
1,112,461
+99,916
| +10% | +$9.15M | 2.45% | 11 |
|
|
2023
Q2 | $97.8M | Buy |
1,012,545
+369,264
| +57% | +$35.7M | 2.09% | 11 |
|
|
2023
Q1 | $63.8M | Buy |
643,281
+129,815
| +25% | +$12.9M | 2.74% | 8 |
|
|
2022
Q4 | $49.2M | Sell |
513,466
-94,851
| -16% | -$9.08M | 2.36% | 8 |
|
|
2022
Q3 | $58.4M | Buy |
608,317
+439,153
| +260% | +$42.2M | 3.46% | 6 |
|
|
2022
Q2 | $17.3M | Buy |
169,164
+617
| +0.4% | +$63.1K | 1.17% | 27 |
|
|
2022
Q1 | $18.1M | Sell |
168,547
-9,126
| -5% | -$981K | 0.89% | 42 |
|
|
2021
Q4 | $20.4M | Sell |
177,673
-8,112
| -4% | -$933K | 0.95% | 41 |
|
|
2021
Q3 | $21.4M | Sell |
185,785
-125,892
| -40% | -$14.5M | 0.98% | 44 |
|
|
2021
Q2 | $36M | Sell |
311,677
-6,042
| -2% | -$698K | 1.6% | 19 |
|
|
2021
Q1 | $35.9M | Buy |
317,719
+116,713
| +58% | +$13.2M | 1.57% | 17 |
|
|
2020
Q4 | $24.1M | Sell |
201,006
-98,051
| -33% | -$11.8M | 1.38% | 24 |
|
|
2020
Q3 | $36.4M | Buy |
299,057
+121,322
| +68% | +$14.8M | 2.25% | 13 |
|
|
2020
Q2 | $21.7M | Buy |
177,735
+108,102
| +155% | +$13.2M | 1.07% | 23 |
|
|
2020
Q1 | $8.46M | Buy |
69,633
+12,487
| +22% | +$1.52M | 0.58% | 43 |
|
|
2019
Q4 | $6.3M | Buy |
57,146
+57,030
| +49,164% | +$6.29M | 0.48% | 49 |
|
|
2019
Q3 | $13K | Hold |
116
| – | – | ﹤0.01% | 87 |
|
|
2019
Q2 | $13K | Buy |
116
+1
| +0.9% | +$112 | ﹤0.01% | 85 |
|
|
2019
Q1 | $12K | Buy |
115
+1
| +0.9% | +$104 | ﹤0.01% | 82 |
|
|
2018
Q4 | $12K | Buy |
114
+1
| +0.9% | +$105 | ﹤0.01% | 80 |
|
|
2018
Q3 | $11K | Hold |
113
| – | – | ﹤0.01% | 86 |
|
|
2018
Q2 | $12K | Buy |
113
+1
| +0.9% | +$106 | ﹤0.01% | 82 |
|
|
2018
Q1 | $12K | Hold |
112
| – | – | ﹤0.01% | 81 |
|
|
2017
Q4 | $12K | Buy |
112
+1
| +0.9% | +$107 | ﹤0.01% | 78 |
|
|
2017
Q3 | $12K | Hold |
111
| – | – | ﹤0.01% | 76 |
|
|
2017
Q2 | $12K | Sell |
111
-92
| -45% | -$9.95K | ﹤0.01% | 53 |
|
|
2017
Q1 | $21K | Buy |
203
+1
| +0.5% | +$103 | ﹤0.01% | 65 |
|
|
2016
Q4 | $21K | Buy |
202
+1
| +0.5% | +$104 | ﹤0.01% | 73 |
|
|
2016
Q3 | $22K | Buy |
201
+1
| +0.5% | +$109 | 0.01% | 73 |
|
|
2016
Q2 | $23K | Buy |
200
+1
| +0.5% | +$115 | 0.01% | 67 |
|
|
2016
Q1 | $22K | Sell |
199
-140
| -41% | -$15.5K | 0.01% | 65 |
|
|
2015
Q4 | $36K | Buy |
+339
| New | +$36K | 0.01% | 57 |
|