Roble Belko & Company’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 |
-4,242
| Closed | -$392K | – | 418 |
|
|
2024
Q4 | $392K | Hold |
4,242
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $416K | Hold |
4,242
| – | – | 0.07% | 78 |
|
|
2024
Q2 | $397K | Buy |
4,242
+2,642
| +165% | +$247K | 0.07% | 78 |
|
|
2024
Q1 | $151K | Hold |
1,600
| – | – | 0.03% | 111 |
|
|
2023
Q4 | $154K | Sell |
1,600
-40,222
| -96% | -$3.87M | 0.03% | 100 |
|
|
2023
Q3 | $3.83M | Buy |
+41,822
| New | +$3.83M | 0.78% | 29 |
|
|
2023
Q1 | – | Sell |
-1,169
| Closed | -$112K | – | 309 |
|
|
2022
Q4 | $112K | Buy |
+1,169
| New | +$112K | 0.02% | 120 |
|