Patten Group’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 | $312K | Sell |
3,257
-50
| -2% | -$4.79K | 0.07% | 232 |
|
|
2025
Q1 | $315K | Sell |
3,307
-204
| -6% | -$19.5K | 0.07% | 223 |
|
|
2024
Q4 | $325K | Sell |
3,511
-867
| -20% | -$80.2K | 0.07% | 219 |
|
|
2024
Q3 | $430K | Sell |
4,378
-401
| -8% | -$39.3K | 0.1% | 194 |
|
|
2024
Q2 | $448K | Buy |
4,779
+1,683
| +54% | +$158K | 0.11% | 176 |
|
|
2024
Q1 | $293K | Buy |
3,096
+719
| +30% | +$68.1K | 0.07% | 221 |
|
|
2023
Q4 | $229K | Buy |
+2,377
| New | +$229K | 0.06% | 225 |
|
|
2023
Q1 | – | Sell |
-2,255
| Closed | -$216K | – | 238 |
|
|
2022
Q4 | $216K | Sell |
2,255
-305
| -12% | -$29.2K | 0.07% | 224 |
|
|
2022
Q3 | $244K | Hold |
2,560
| – | – | 0.08% | 214 |
|
|
2022
Q2 | $261K | Buy |
2,560
+9
| +0.4% | +$918 | 0.08% | 212 |
|
|
2022
Q1 | $274K | Sell |
2,551
-85
| -3% | -$9.13K | 0.08% | 217 |
|
|
2021
Q4 | $303K | Sell |
2,636
-364
| -12% | -$41.8K | 0.08% | 214 |
|
|
2021
Q3 | $346K | Sell |
3,000
-295
| -9% | -$34K | 0.1% | 193 |
|
|
2021
Q2 | $381K | Sell |
3,295
-555
| -14% | -$64.2K | 0.11% | 184 |
|
|
2021
Q1 | $435K | Sell |
3,850
-575
| -13% | -$65K | 0.14% | 164 |
|
|
2020
Q4 | $531K | Sell |
4,425
-115
| -3% | -$13.8K | 0.14% | 142 |
|
|
2020
Q3 | $553K | Buy |
4,540
+695
| +18% | +$84.7K | 0.22% | 118 |
|
|
2020
Q2 | $469K | Buy |
3,845
+570
| +17% | +$69.5K | 0.2% | 118 |
|
|
2020
Q1 | $398K | Buy |
3,275
+335
| +11% | +$40.7K | 0.21% | 112 |
|
|
2019
Q4 | $324K | Buy |
2,940
+271
| +10% | +$29.9K | 0.12% | 167 |
|
|
2019
Q3 | $300K | Buy |
2,669
+35
| +1% | +$3.93K | 0.12% | 166 |
|
|
2019
Q2 | $290K | Sell |
2,634
-200
| -7% | -$22K | 0.12% | 167 |
|
|
2019
Q1 | $302K | Sell |
2,834
-122
| -4% | -$13K | 0.13% | 151 |
|
|
2018
Q4 | $308K | Sell |
2,956
-200
| -6% | -$20.8K | 0.15% | 133 |
|
|
2018
Q3 | $319K | Sell |
3,156
-912
| -22% | -$92.2K | 0.12% | 156 |
|
|
2018
Q2 | $417K | Sell |
4,068
-1,798
| -31% | -$184K | 0.17% | 125 |
|
|
2018
Q1 | $605K | Sell |
5,866
-2,745
| -32% | -$283K | 0.25% | 105 |
|
|
2017
Q4 | $909K | Sell |
8,611
-1,287
| -13% | -$136K | 0.36% | 77 |
|
|
2017
Q3 | $1.05M | Buy |
9,898
+176
| +2% | +$18.7K | 0.43% | 69 |
|
|
2017
Q2 | $1.04M | Buy |
9,722
+97
| +1% | +$10.4K | 0.42% | 69 |
|
|
2017
Q1 | $1.02M | Buy |
9,625
+382
| +4% | +$40.3K | 0.44% | 67 |
|
|
2016
Q4 | $968K | Buy |
9,243
+2,138
| +30% | +$224K | 0.43% | 67 |
|
|
2016
Q3 | $785K | Buy |
7,105
+446
| +7% | +$49.3K | 0.37% | 71 |
|
|
2016
Q2 | $752K | Sell |
6,659
-119
| -2% | -$13.4K | 0.35% | 74 |
|
|
2016
Q1 | $748K | Sell |
6,778
-334
| -5% | -$36.9K | 0.35% | 75 |
|
|
2015
Q4 | $751K | Sell |
7,112
-259
| -4% | -$27.4K | 0.36% | 72 |
|
|
2015
Q3 | $795K | Buy |
7,371
+1,286
| +21% | +$139K | 0.41% | 66 |
|
|
2015
Q2 | $639K | Sell |
6,085
-30
| -0.5% | -$3.15K | 0.3% | 83 |
|
|
2015
Q1 | $662K | Buy |
6,115
+20
| +0.3% | +$2.17K | 0.34% | 81 |
|
|
2014
Q4 | $646K | Buy |
+6,095
| New | +$646K | 0.31% | 87 |
|