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