Pictet North America 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
Q1 | – | Sell |
-3,492
| Closed | -$323K | – | 146 |
|
|
2024
Q4 | $323K | Sell |
3,492
-393,157
| -99% | -$36.3M | 0.03% | 127 |
|
|
2024
Q3 | $38.9M | Buy |
396,649
+255,468
| +181% | +$25.1M | 3.85% | 4 |
|
|
2024
Q2 | $13.2M | Buy |
141,181
+76,697
| +119% | +$7.18M | 1.44% | 20 |
|
|
2024
Q1 | $6.1M | Sell |
64,484
-84,245
| -57% | -$7.97M | 0.68% | 33 |
|
|
2023
Q4 | $14.3M | Sell |
148,729
-34,960
| -19% | -$3.37M | 1.85% | 15 |
|
|
2023
Q3 | $16.8M | Sell |
183,689
-53,406
| -23% | -$4.89M | 2.39% | 11 |
|
|
2023
Q2 | $22.9M | Buy |
237,095
+3,128
| +1% | +$302K | 3.17% | 9 |
|
|
2023
Q1 | $23.2M | Buy |
233,967
+70,818
| +43% | +$7.02M | 3.74% | 8 |
|
|
2022
Q4 | $15.6M | Sell |
163,149
-24,873
| -13% | -$2.38M | 2.69% | 11 |
|
|
2022
Q3 | $18M | Buy |
188,022
+11,572
| +7% | +$1.11M | 2.88% | 11 |
|
|
2022
Q2 | $18.1M | Buy |
+176,450
| New | +$18.1M | 2.39% | 15 |
|