Perennial Investment Advisors’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 | $299K | Sell |
3,120
-377
| -11% | -$36.1K | 0.03% | 342 |
|
|
2025
Q1 | $333K | Buy |
+3,497
| New | +$333K | 0.04% | 301 |
|
|
2023
Q4 | – | Sell |
-3,179
| Closed | -$291K | – | 337 |
|
|
2023
Q3 | $291K | Buy |
3,179
+4
| +0.1% | +$366 | 0.05% | 240 |
|
|
2023
Q2 | $307K | Sell |
3,175
-1,586
| -33% | -$153K | 0.05% | 238 |
|
|
2023
Q1 | $472K | Buy |
4,761
+1,113
| +31% | +$110K | 0.09% | 181 |
|
|
2022
Q4 | $349K | Buy |
+3,648
| New | +$349K | 0.14% | 132 |
|