White Pine Investment Company’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 | $5.61M | Buy |
58,557
+3,577
| +7% | +$343K | 1.4% | 33 |
|
|
2025
Q1 | $5.24M | Buy |
54,980
+3,578
| +7% | +$341K | 1.41% | 33 |
|
|
2024
Q4 | $4.75M | Buy |
51,402
+6,075
| +13% | +$562K | 1.28% | 36 |
|
|
2024
Q3 | $4.45M | Buy |
45,327
+1,017
| +2% | +$99.8K | 1.22% | 36 |
|
|
2024
Q2 | $4.15M | Buy |
44,310
+1,421
| +3% | +$133K | 1.22% | 36 |
|
|
2024
Q1 | $4.06M | Buy |
42,889
+2,244
| +6% | +$212K | 1.2% | 37 |
|
|
2023
Q4 | $3.92M | Buy |
40,645
+3,048
| +8% | +$294K | 1.26% | 36 |
|
|
2023
Q3 | $3.44M | Buy |
37,597
+171
| +0.5% | +$15.7K | 1.21% | 36 |
|
|
2023
Q2 | $3.62M | Sell |
37,426
-210
| -0.6% | -$20.3K | 1.25% | 34 |
|
|
2023
Q1 | $3.73M | Sell |
37,636
-192
| -0.5% | -$19K | 1.34% | 34 |
|
|
2022
Q4 | $3.62M | Sell |
37,828
-935
| -2% | -$89.6K | 1.38% | 30 |
|
|
2022
Q3 | $3.72M | Sell |
38,763
-3,529
| -8% | -$339K | 1.54% | 29 |
|
|
2022
Q2 | $4.33M | Sell |
42,292
-1,068
| -2% | -$109K | 1.71% | 28 |
|
|
2022
Q1 | $4.66M | Sell |
43,360
-315
| -0.7% | -$33.9K | 1.58% | 29 |
|
|
2021
Q4 | $5.02M | Sell |
43,675
-1,569
| -3% | -$180K | 1.67% | 28 |
|
|
2021
Q3 | $5.21M | Sell |
45,244
-3,074
| -6% | -$354K | 1.82% | 23 |
|
|
2021
Q2 | $5.58M | Sell |
48,318
-5,548
| -10% | -$641K | 1.92% | 21 |
|
|
2021
Q1 | $6.08M | Sell |
53,866
-5,262
| -9% | -$594K | 2.26% | 18 |
|
|
2020
Q4 | $7.09M | Sell |
59,128
-71
| -0.1% | -$8.52K | 2.87% | 13 |
|
|
2020
Q3 | $7.21M | Sell |
59,199
-1,398
| -2% | -$170K | 3.32% | 10 |
|
|
2020
Q2 | $7.39M | Buy |
60,597
+1,253
| +2% | +$153K | 3.65% | 9 |
|
|
2020
Q1 | $7.21M | Buy |
59,344
+2,630
| +5% | +$319K | 4.13% | 6 |
|
|
2019
Q4 | $6.25M | Buy |
56,714
+3,416
| +6% | +$377K | 2.56% | 14 |
|
|
2019
Q3 | $5.99M | Buy |
53,298
+371
| +0.7% | +$41.7K | 2.72% | 12 |
|
|
2019
Q2 | $5.82M | Buy |
52,927
+6,105
| +13% | +$672K | 2.75% | 13 |
|
|
2019
Q1 | $5M | Buy |
46,822
+937
| +2% | +$100K | 2.5% | 14 |
|
|
2018
Q4 | $4.78M | Buy |
45,885
+305
| +0.7% | +$31.8K | 2.56% | 12 |
|
|
2018
Q3 | $4.61M | Buy |
+45,580
| New | +$4.61M | 2.21% | 21 |
|
|
2018
Q2 | – | Sell |
-42,795
| Closed | -$4.42M | – | 54 |
|
|
2018
Q1 | $4.42M | Buy |
+42,795
| New | +$4.42M | 2.16% | 24 |
|