Pinnacle Wealth Management Advisory Group’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 | $6.88M | Buy |
71,809
+4,018
| +6% | +$385K | 0.57% | 40 |
|
|
2025
Q1 | $6.47M | Buy |
67,791
+331
| +0.5% | +$31.6K | 0.6% | 39 |
|
|
2024
Q4 | $6.24M | Buy |
67,460
+693
| +1% | +$64.1K | 0.58% | 42 |
|
|
2024
Q3 | $6.55M | Buy |
66,767
+4,481
| +7% | +$440K | 0.63% | 35 |
|
|
2024
Q2 | $5.83M | Buy |
62,286
+1,193
| +2% | +$112K | 0.6% | 35 |
|
|
2024
Q1 | $5.78M | Buy |
61,093
+6,017
| +11% | +$570K | 0.62% | 36 |
|
|
2023
Q4 | $5.31M | Buy |
55,076
+13,891
| +34% | +$1.34M | 0.62% | 39 |
|
|
2023
Q3 | $3.77M | Buy |
41,185
+7,817
| +23% | +$716K | 0.49% | 52 |
|
|
2023
Q2 | $3.22M | Buy |
33,368
+9,292
| +39% | +$898K | 0.4% | 61 |
|
|
2023
Q1 | $2.39M | Buy |
24,076
+21,893
| +1,003% | +$2.17M | 0.32% | 72 |
|
|
2022
Q4 | $209K | Buy |
+2,183
| New | +$209K | 0.03% | 275 |
|
|
2022
Q3 | – | Sell |
-4,121
| Closed | -$422K | – | 284 |
|
|
2022
Q2 | $422K | Sell |
4,121
-20
| -0.5% | -$2.05K | 0.07% | 183 |
|
|
2022
Q1 | $445K | Sell |
4,141
-13
| -0.3% | -$1.4K | 0.06% | 195 |
|
|
2021
Q4 | $478K | Hold |
4,154
| – | – | 0.08% | 177 |
|
|
2021
Q3 | $479K | Buy |
4,154
+2,048
| +97% | +$236K | 0.11% | 152 |
|
|
2021
Q2 | $243K | Buy |
2,106
+195
| +10% | +$22.5K | 0.06% | 196 |
|
|
2021
Q1 | $216K | Buy |
+1,911
| New | +$216K | 0.06% | 178 |
|