Rockingstone Advisors’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
$999K Sell
10,435
-45,685
-81% -$4.38M 0.53% 56
2025
Q1
$5.35M Buy
56,120
+28,440
+103% +$2.71M 2.41% 6
2024
Q4
$2.56M Buy
27,680
+8,750
+46% +$809K 1.13% 35
2024
Q3
$1.86M Buy
18,930
+9,975
+111% +$979K 0.91% 37
2024
Q2
$839K Buy
+8,955
New +$839K 0.43% 66