Steel Grove Capital 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
Q1 | – | Hold |
0
| – | – | – | 176 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 185 |
|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$937K | – | 181 |
|
|
2024
Q2 | $937K | Hold |
10,000
| – | – | 0.13% | 84 |
|
|
2024
Q1 | $947 | Buy |
+10,000
| New | +$947 | ﹤0.01% | 217 |
|
|
2023
Q1 | – | Sell |
-140
| Closed | -$13.4K | – | 194 |
|
|
2022
Q4 | $13.4K | Buy |
+140
| New | +$13.4K | ﹤0.01% | 181 |
|
|
2021
Q4 | – | Sell |
-6,242
| Closed | -$719K | – | 154 |
|
|
2021
Q3 | $719K | Sell |
6,242
-2,128
| -25% | -$245K | 0.16% | 78 |
|
|
2021
Q2 | $967K | Hold |
8,370
| – | – | 0.26% | 73 |
|
|
2021
Q1 | $945K | Hold |
8,370
| – | – | 0.31% | 72 |
|
|
2020
Q4 | $1M | Buy |
+8,370
| New | +$1M | 0.33% | 68 |
|