Pathstone Holdings’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 | $697K | Sell |
7,281
-2,078
| -22% | -$199K | ﹤0.01% | 1561 |
|
2025
Q1 | $893K | Sell |
9,359
-48,237
| -84% | -$4.6M | ﹤0.01% | 1439 |
|
2024
Q4 | $5.32M | Buy |
57,596
+6,698
| +13% | +$619K | 0.02% | 522 |
|
2024
Q3 | $4.99M | Buy |
50,898
+43,425
| +581% | +$4.26M | 0.02% | 546 |
|
2024
Q2 | $700K | Buy |
7,473
+2,856
| +62% | +$267K | ﹤0.01% | 1511 |
|
2024
Q1 | $437K | Buy |
4,617
+5
| +0.1% | +$473 | ﹤0.01% | 1736 |
|
2023
Q4 | $445K | Buy |
+4,612
| New | +$445K | ﹤0.01% | 1581 |
|