Advance Capital Management’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 | $1.35M | Sell |
14,095
-2,079
| -13% | -$199K | 0.06% | 49 |
|
|
2025
Q1 | $1.54M | Sell |
16,174
-1,901
| -11% | -$181K | 0.07% | 41 |
|
|
2024
Q4 | $1.67M | Sell |
18,075
-7,873
| -30% | -$728K | 0.08% | 36 |
|
|
2024
Q3 | $2.55M | Sell |
25,948
-2,005
| -7% | -$197K | 0.11% | 28 |
|
|
2024
Q2 | $2.62M | Sell |
27,953
-6,290
| -18% | -$589K | 0.12% | 27 |
|
|
2024
Q1 | $3.24M | Sell |
34,243
-851,488
| -96% | -$80.6M | 0.22% | 22 |
|
|
2023
Q4 | $85.4M | Buy |
885,731
+866,325
| +4,464% | +$83.5M | 6.75% | 6 |
|
|
2023
Q3 | $1.78M | Buy |
19,406
+2,980
| +18% | +$273K | 0.16% | 19 |
|
|
2023
Q2 | $1.59M | Sell |
16,426
-59,725
| -78% | -$5.77M | 0.18% | 26 |
|
|
2023
Q1 | $7.55M | Sell |
76,151
-150,003
| -66% | -$14.9M | 1.34% | 12 |
|
|
2022
Q4 | $21.7M | Buy |
226,154
+14,039
| +7% | +$1.34M | 2.87% | 7 |
|
|
2022
Q3 | $20.4M | Buy |
212,115
+164,328
| +344% | +$15.8M | 2.49% | 7 |
|
|
2022
Q2 | $4.89M | Buy |
+47,787
| New | +$4.89M | 0.59% | 10 |
|