Presidio Capital Management’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 |
-16,324
| Closed | -$1.51M | – | 73 |
|
2024
Q4 | $1.51M | Buy |
16,324
+1,362
| +9% | +$126K | 0.81% | 15 |
|
2024
Q3 | $1.47M | Sell |
14,962
-161,883
| -92% | -$15.9M | 0.94% | 14 |
|
2024
Q2 | $16.6M | Buy |
176,845
+8,442
| +5% | +$791K | 11.58% | 3 |
|
2024
Q1 | $15.9M | Buy |
168,403
+53,727
| +47% | +$5.09M | 11.62% | 3 |
|
2023
Q4 | $11.1M | Buy |
114,676
+27,277
| +31% | +$2.63M | 8.63% | 5 |
|
2023
Q3 | $8M | Buy |
87,399
+83,453
| +2,115% | +$7.64M | 7.03% | 6 |
|
2023
Q2 | $381K | Buy |
3,946
+1,073
| +37% | +$104K | 0.31% | 26 |
|
2023
Q1 | $285K | Buy |
+2,873
| New | +$285K | 0.25% | 28 |
|