Pasadena Private Wealth’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 | $300K | Buy |
3,131
+36
| +1% | +$3.45K | 0.05% | 148 |
|
|
2025
Q1 | $295K | Buy |
+3,095
| New | +$295K | 0.06% | 147 |
|
|
2024
Q3 | – | Sell |
-2,564
| Closed | -$240K | – | 153 |
|
|
2024
Q2 | $240K | Buy |
2,564
+5
| +0.2% | +$468 | 0.06% | 123 |
|
|
2024
Q1 | $242K | Buy |
2,559
+129
| +5% | +$12.2K | 0.06% | 124 |
|
|
2023
Q4 | $234K | Buy |
+2,430
| New | +$234K | 0.06% | 128 |
|
|
2022
Q2 | – | Sell |
-13,914
| Closed | -$1.5M | – | 100 |
|
|
2022
Q1 | $1.5M | Sell |
13,914
-6,945
| -33% | -$746K | 0.49% | 20 |
|
|
2021
Q4 | $2.4M | Buy |
+20,859
| New | +$2.4M | 0.79% | 23 |
|