Act Two Investors’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
$23.2M Buy
242,759
+53,956
+29% +$5.17M 4.75% 10
2025
Q1
$18M Sell
188,803
-52,982
-22% -$5.05M 3.82% 13
2024
Q4
$22.4M Buy
241,785
+55,622
+30% +$5.14M 4.35% 10
2024
Q3
$18.3M Buy
186,163
+1,783
+1% +$175K 3.45% 13
2024
Q2
$17.3M Buy
184,380
+19,669
+12% +$1.84M 3.42% 12
2024
Q1
$15.6M Buy
164,711
+6,565
+4% +$621K 3.13% 14
2023
Q4
$15.2M Buy
158,146
+37,009
+31% +$3.57M 3.29% 14
2023
Q3
$11.1M Buy
121,137
+24,987
+26% +$2.29M 2.97% 14
2023
Q2
$9.29M Buy
96,150
+62,021
+182% +$5.99M 2.6% 14
2023
Q1
$3.38M Buy
34,129
+24,770
+265% +$2.46M 1.35% 18
2022
Q4
$896K Buy
9,359
+39
+0.4% +$3.74K 0.93% 21
2022
Q3
$895K Buy
+9,320
New +$895K 0.91% 21