Regatta Capital 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
$2.03M Buy
21,170
+1,937
+10% +$186K 0.35% 51
2025
Q1
$1.83M Buy
19,233
+763
+4% +$72.8K 0.36% 53
2024
Q4
$1.71M Buy
+18,470
New +$1.71M 0.33% 54
2023
Q3
Sell
-8,087
Closed -$781K 163
2023
Q2
$781K Sell
8,087
-68,269
-89% -$6.59M 0.25% 80
2023
Q1
$7.31M Hold
76,356
2.6% 6
2022
Q4
$7.31M Buy
+76,356
New +$7.31M 2.6% 6