Patriot Financial Group Insurance Agency’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $236K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $857K | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $697K | Buy |
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|
2022
Q4 | $629K | Sell |
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|
2022
Q3 | $974K | Buy |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $476K | Sell |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $853K | Buy |
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|
2021
Q1 | $92K | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $154K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $22K | Sell |
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|
2017
Q4 | $169K | Buy |
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|
2017
Q3 | $84K | Buy |
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|
2017
Q2 | $43K | Buy |
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|
2017
Q1 | $2K | Sell |
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|
2016
Q4 | $24K | Buy |
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