Alesco 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
Q1 | – | Sell |
-10,250
| Closed | -$948K | – | 194 |
|
|
2024
Q4 | $948K | Buy |
+10,250
| New | +$948K | 0.03% | 92 |
|
|
2021
Q3 | – | Sell |
-13,810
| Closed | -$1.6M | – | 135 |
|
|
2021
Q2 | $1.6M | Sell |
13,810
-10
| -0.1% | -$1.16K | 0.06% | 58 |
|
|
2021
Q1 | $1.56M | Buy |
13,820
+220
| +2% | +$24.8K | 0.06% | 55 |
|
|
2020
Q4 | $1.63M | Hold |
13,600
| – | – | 0.07% | 51 |
|
|
2020
Q3 | $1.66M | Buy |
13,600
+9,800
| +258% | +$1.19M | 0.07% | 46 |
|
|
2020
Q2 | $463K | Hold |
3,800
| – | – | 0.02% | 91 |
|
|
2020
Q1 | $462K | Hold |
3,800
| – | – | 0.03% | 91 |
|
|
2019
Q4 | $419K | Hold |
3,800
| – | – | 0.02% | 124 |
|
|
2019
Q3 | $427K | Buy |
+3,800
| New | +$427K | 0.02% | 98 |
|
|
2013
Q4 | – | Sell |
-8,025
| Closed | -$819K | – | 85 |
|
|
2013
Q3 | $819K | Sell |
8,025
-11,000
| -58% | -$1.12M | 0.1% | 52 |
|
|
2013
Q2 | $1.95M | Buy |
+19,025
| New | +$1.95M | 0.24% | 37 |
|