Pinkerton Retirement Specialists’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 | $296K | Sell |
3,092
-162,809
| -98% | -$15.6M | 0.04% | 122 |
|
|
2025
Q1 | $15.8M | Buy |
+165,901
| New | +$15.8M | 2.05% | 8 |
|
|
2023
Q4 | – | Sell |
-154,932
| Closed | -$14.2M | – | 144 |
|
|
2023
Q3 | $14.2M | Buy |
154,932
+152,624
| +6,613% | +$14M | 3.08% | 8 |
|
|
2023
Q2 | $223K | Sell |
2,308
-165,305
| -99% | -$16M | 0.04% | 134 |
|
|
2023
Q1 | $16.6M | Sell |
167,613
-13,933
| -8% | -$1.38M | 3.11% | 10 |
|
|
2022
Q4 | $17.4M | Sell |
181,546
-4,288
| -2% | -$411K | 3.76% | 10 |
|
|
2022
Q3 | $17.8M | Sell |
185,834
-10,877
| -6% | -$1.04M | 6.87% | 3 |
|
|
2022
Q2 | $20.1M | Sell |
196,711
-22,325
| -10% | -$2.28M | 6.09% | 6 |
|
|
2022
Q1 | $23.5M | Buy |
+219,036
| New | +$23.5M | 5.25% | 4 |
|