Patten & Patten’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 | $630K | Hold |
6,583
| – | – | 0.04% | 209 |
|
|
2025
Q1 | $628K | Sell |
6,583
-120
| -2% | -$11.4K | 0.04% | 206 |
|
|
2024
Q4 | $620K | Sell |
6,703
-17
| -0.3% | -$1.57K | 0.04% | 203 |
|
|
2024
Q3 | $659K | Hold |
6,720
| – | – | 0.04% | 199 |
|
|
2024
Q2 | $629K | Sell |
6,720
-750
| -10% | -$70.2K | 0.04% | 195 |
|
|
2024
Q1 | $707K | Buy |
+7,470
| New | +$707K | 0.05% | 190 |
|