TCPG
Trivant Custom Portfolio Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-303
| Closed | -$28.9K | – | 146 |
|
|
2025
Q1 | $28.9K | Buy |
303
+127
| +72% | +$12.1K | 0.02% | 112 |
|
|
2024
Q4 | $16.3K | Buy |
176
+11
| +7% | +$1.02K | 0.01% | 126 |
|
|
2024
Q3 | $16.2K | Buy |
165
+10
| +6% | +$981 | 0.01% | 124 |
|
|
2024
Q2 | $14.5K | Buy |
155
+39
| +34% | +$3.65K | 0.01% | 144 |
|
|
2024
Q1 | $11K | Buy |
+116
| New | +$11K | 0.01% | 155 |
|