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