Pinnacle Wealth Management 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 | $232K | Sell |
2,421
-25
| -1% | -$2.39K | 0.13% | 110 |
|
|
2025
Q1 | $233K | Buy |
+2,446
| New | +$233K | 0.16% | 94 |
|
|
2024
Q4 | – | Sell |
-2,580
| Closed | -$253K | – | 119 |
|
|
2024
Q3 | $253K | Buy |
+2,580
| New | +$253K | 0.16% | 100 |
|
|
2024
Q2 | – | Sell |
-7,656
| Closed | -$725K | – | 110 |
|
|
2024
Q1 | $725K | Sell |
7,656
-60,864
| -89% | -$5.76M | 0.54% | 41 |
|
|
2023
Q4 | $6.6M | Buy |
68,520
+1,857
| +3% | +$179K | 5.42% | 2 |
|
|
2023
Q3 | $6.11M | Sell |
66,663
-8,071
| -11% | -$739K | 5.56% | 2 |
|
|
2023
Q2 | $7.22M | Buy |
+74,734
| New | +$7.22M | 6.31% | 3 |
|