Ridgewood Investments’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 | $463K | Sell |
4,832
-203
| -4% | -$19.4K | 0.2% | 121 |
|
|
2025
Q1 | $480K | Sell |
5,035
-352
| -7% | -$33.6K | 0.22% | 121 |
|
|
2024
Q4 | $498K | Sell |
5,387
-1,107
| -17% | -$102K | 0.24% | 107 |
|
|
2024
Q3 | $637K | Sell |
6,494
-157
| -2% | -$15.4K | 0.32% | 92 |
|
|
2024
Q2 | $623K | Sell |
6,651
-62
| -0.9% | -$5.81K | 0.31% | 97 |
|
|
2024
Q1 | $635K | Buy |
6,713
+944
| +16% | +$89.4K | 0.34% | 97 |
|
|
2023
Q4 | $556K | Buy |
5,769
+834
| +17% | +$80.4K | 0.33% | 104 |
|
|
2023
Q3 | $452K | Hold |
4,935
| – | – | 0.3% | 106 |
|
|
2023
Q2 | $477K | Buy |
4,935
+417
| +9% | +$40.3K | 0.27% | 106 |
|
|
2023
Q1 | $448K | Buy |
4,518
+952
| +27% | +$94.4K | 0.27% | 102 |
|
|
2022
Q4 | $342K | Sell |
3,566
-298
| -8% | -$28.5K | 0.24% | 127 |
|
|
2022
Q3 | $371K | Buy |
3,864
+494
| +15% | +$47.4K | 0.31% | 114 |
|
|
2022
Q2 | $345K | Sell |
3,370
-135
| -4% | -$13.8K | 0.27% | 123 |
|
|
2022
Q1 | $377K | Buy |
3,505
+216
| +7% | +$23.2K | 0.25% | 126 |
|
|
2021
Q4 | $378K | Buy |
3,289
+288
| +10% | +$33.1K | 0.24% | 129 |
|
|
2021
Q3 | $346K | Buy |
3,001
+317
| +12% | +$36.5K | 0.23% | 130 |
|
|
2021
Q2 | $310K | Sell |
2,684
-601
| -18% | -$69.4K | 0.2% | 143 |
|
|
2021
Q1 | $371K | Buy |
+3,285
| New | +$371K | 0.23% | 130 |
|