Perigon Wealth Management’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 | $5.04M | Sell |
52,638
-7,455
| -12% | -$714K | 0.12% | 165 |
|
|
2025
Q1 | $5.73M | Sell |
60,093
-4,629
| -7% | -$441K | 0.15% | 141 |
|
|
2024
Q4 | $5.98M | Sell |
64,722
-26,989
| -29% | -$2.49M | 0.15% | 137 |
|
|
2024
Q3 | $9M | Sell |
91,711
-36,397
| -28% | -$3.57M | 0.24% | 90 |
|
|
2024
Q2 | $12M | Buy |
128,108
+117
| +0.1% | +$11K | 0.35% | 63 |
|
|
2024
Q1 | $12.1M | Buy |
127,991
+54,306
| +74% | +$5.14M | 0.37% | 60 |
|
|
2023
Q4 | $7.1M | Buy |
73,685
+56,545
| +330% | +$5.45M | 0.23% | 93 |
|
|
2023
Q3 | $1.57M | Buy |
17,140
+3,581
| +26% | +$328K | 0.06% | 237 |
|
|
2023
Q2 | $1.31M | Buy |
13,559
+5,035
| +59% | +$486K | 0.05% | 264 |
|
|
2023
Q1 | $845K | Buy |
8,524
+2,740
| +47% | +$272K | 0.05% | 305 |
|
|
2022
Q4 | $554K | Sell |
5,784
-832
| -13% | -$79.7K | 0.03% | 368 |
|
|
2022
Q3 | $635K | Sell |
6,616
-278
| -4% | -$26.7K | 0.05% | 279 |
|
|
2022
Q2 | $705K | Buy |
6,894
+1,120
| +19% | +$115K | 0.06% | 266 |
|
|
2022
Q1 | $621K | Sell |
5,774
-265
| -4% | -$28.5K | 0.04% | 308 |
|
|
2021
Q4 | $695K | Sell |
6,039
-98
| -2% | -$11.3K | 0.05% | 275 |
|
|
2021
Q3 | $707K | Buy |
6,137
+741
| +14% | +$85.4K | 0.06% | 247 |
|
|
2021
Q2 | $623K | Sell |
5,396
-963
| -15% | -$111K | 0.06% | 262 |
|
|
2021
Q1 | $718K | Sell |
6,359
-542
| -8% | -$61.2K | 0.07% | 231 |
|
|
2020
Q4 | $828K | Buy |
6,901
+306
| +5% | +$36.7K | 0.1% | 170 |
|
|
2020
Q3 | $803K | Buy |
6,595
+1,192
| +22% | +$145K | 0.11% | 148 |
|
|
2020
Q2 | $658K | Sell |
5,403
-3,203
| -37% | -$390K | 0.1% | 156 |
|
|
2020
Q1 | $1.04M | Sell |
8,606
-2,188
| -20% | -$265K | 0.19% | 102 |
|
|
2019
Q4 | $1.2M | Buy |
10,794
+1,029
| +11% | +$115K | 0.25% | 78 |
|
|
2019
Q3 | $1.09M | Buy |
9,765
+388
| +4% | +$43.3K | 0.26% | 73 |
|
|
2019
Q2 | $1.03M | Sell |
9,377
-2,458
| -21% | -$271K | 0.24% | 75 |
|
|
2019
Q1 | $1.25M | Buy |
11,835
+950
| +9% | +$101K | 0.29% | 64 |
|
|
2018
Q4 | $1.12M | Sell |
10,885
-4,934
| -31% | -$509K | 0.29% | 64 |
|
|
2018
Q3 | $1.6M | Buy |
15,819
+4,915
| +45% | +$497K | 0.39% | 51 |
|
|
2018
Q2 | $1.12M | Buy |
10,904
+8,449
| +344% | +$866K | 0.34% | 61 |
|
|
2018
Q1 | $253K | Buy |
2,455
+1,307
| +114% | +$135K | 0.09% | 147 |
|
|
2017
Q4 | $121K | Sell |
1,148
-2,107
| -65% | -$222K | 0.05% | 182 |
|
|
2017
Q3 | $347K | Sell |
3,255
-9,527
| -75% | -$1.02M | 0.11% | 142 |
|
|
2017
Q2 | $1.36M | Buy |
12,782
+89
| +0.7% | +$9.49K | 0.3% | 97 |
|
|
2017
Q1 | $1.34M | Buy |
12,693
+19
| +0.1% | +$2.01K | 0.28% | 101 |
|
|
2016
Q4 | $1.33M | Sell |
12,674
-9,629
| -43% | -$1.01M | 0.29% | 97 |
|
|
2016
Q3 | $2.5M | Buy |
22,303
+12,024
| +117% | +$1.35M | 0.64% | 47 |
|
|
2016
Q2 | $1.16M | Buy |
+10,279
| New | +$1.16M | 0.31% | 91 |
|
|
2016
Q1 | – | Sell |
-9,044
| Closed | -$955K | – | 283 |
|
|
2015
Q4 | $955K | Sell |
9,044
-3,809
| -30% | -$402K | 0.26% | 102 |
|
|
2015
Q3 | $1.39M | Sell |
12,853
-177
| -1% | -$19.1K | 0.41% | 66 |
|
|
2015
Q2 | $1.37M | Buy |
13,030
+1,089
| +9% | +$114K | 0.36% | 75 |
|
|
2015
Q1 | $1.29M | Buy |
+11,941
| New | +$1.29M | 0.35% | 73 |
|