Portside Wealth 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 | $3.93M | Buy |
41,039
+1,355
| +3% | +$130K | 0.58% | 43 |
|
|
2025
Q1 | $3.78M | Buy |
39,684
+3,153
| +9% | +$301K | 0.62% | 44 |
|
|
2024
Q4 | $3.38M | Buy |
36,531
+3,604
| +11% | +$333K | 0.56% | 45 |
|
|
2024
Q3 | $3.23M | Sell |
32,927
-48
| -0.1% | -$4.71K | 0.55% | 47 |
|
|
2024
Q2 | $3.09M | Sell |
32,975
-4,954
| -13% | -$464K | 0.59% | 42 |
|
|
2024
Q1 | $3.59M | Sell |
37,929
-19,280
| -34% | -$1.83M | 0.66% | 37 |
|
|
2023
Q4 | $5.51M | Sell |
57,209
-8,317
| -13% | -$802K | 1.03% | 18 |
|
|
2023
Q3 | $6M | Buy |
65,526
+2,255
| +4% | +$206K | 1.13% | 18 |
|
|
2023
Q2 | $6.11M | Buy |
+63,271
| New | +$6.11M | 1.13% | 17 |
|