TPG Financial 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 | $13.4M | Sell |
139,640
-6,296
| -4% | -$603K | 5.35% | 4 |
|
|
2025
Q1 | $13.9M | Sell |
145,936
-11,933
| -8% | -$1.14M | 6.15% | 4 |
|
|
2024
Q4 | $14.6M | Sell |
157,869
-135,329
| -46% | -$12.5M | 6.35% | 5 |
|
|
2024
Q3 | $28.8M | Buy |
293,198
+57,059
| +24% | +$5.6M | 12.95% | 1 |
|
|
2024
Q2 | $22.1M | Buy |
+236,139
| New | +$22.1M | 10.47% | 1 |
|
|
2023
Q4 | $14.4M | Sell |
150,618
-17,536
| -10% | -$1.68M | 7.34% | 4 |
|
|
2023
Q3 | $15.4M | Buy |
168,154
+16,799
| +11% | +$1.54M | 7.96% | 3 |
|
|
2023
Q2 | $14.6M | Buy |
+151,355
| New | +$14.6M | 7.66% | 3 |
|