SevenBridge Financial 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 | $2.02M | Sell |
21,155
-5,044
| -19% | -$481K | 0.36% | 89 |
|
2025
Q1 | $2.46M | Sell |
26,199
-7,587
| -22% | -$711K | 0.48% | 71 |
|
2024
Q4 | $3.14M | Buy |
33,786
+892
| +3% | +$82.8K | 0.59% | 55 |
|
2024
Q3 | $3.09M | Sell |
32,894
-1,115
| -3% | -$105K | 0.6% | 56 |
|
2024
Q2 | $3.3M | Buy |
34,009
+1,065
| +3% | +$103K | 0.73% | 42 |
|
2024
Q1 | $3.05M | Sell |
32,944
-9,620
| -23% | -$889K | 0.69% | 45 |
|
2023
Q4 | $4.1M | Sell |
42,564
-2,017
| -5% | -$194K | 0.97% | 30 |
|
2023
Q3 | $4.08M | Buy |
44,581
+5,421
| +14% | +$497K | 1.06% | 24 |
|
2023
Q2 | $3.78M | Buy |
39,160
+1,772
| +5% | +$171K | 0.98% | 29 |
|
2023
Q1 | $3.71M | Buy |
37,388
+23,217
| +164% | +$2.3M | 1.02% | 28 |
|
2022
Q4 | $1.36M | Buy |
+14,171
| New | +$1.36M | 0.4% | 67 |
|
2019
Q3 | – | Sell |
-213
| Closed | -$23K | – | 336 |
|
2019
Q2 | $23K | Hold |
213
| – | – | 0.01% | 356 |
|
2019
Q1 | $23K | Hold |
213
| – | – | 0.01% | 315 |
|
2018
Q4 | $22K | Hold |
213
| – | – | 0.01% | 289 |
|
2018
Q3 | $22K | Hold |
213
| – | – | 0.01% | 333 |
|
2018
Q2 | $22K | Hold |
213
| – | – | 0.01% | 332 |
|
2018
Q1 | $22K | Hold |
213
| – | – | 0.01% | 336 |
|
2017
Q4 | $22K | Hold |
213
| – | – | 0.01% | 362 |
|
2017
Q3 | $23K | Hold |
213
| – | – | 0.01% | 356 |
|
2017
Q2 | $23K | Hold |
213
| – | – | 0.01% | 366 |
|
2017
Q1 | $22K | Sell |
213
-80
| -27% | -$8.26K | 0.01% | 360 |
|
2016
Q4 | $32K | Hold |
293
| – | – | 0.02% | 303 |
|
2016
Q3 | $32K | Sell |
293
-26
| -8% | -$2.84K | 0.02% | 302 |
|
2016
Q2 | $36K | Buy |
+319
| New | +$36K | 0.03% | 325 |
|