Almanack Investment Partners’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 | – | Sell |
-28,459
| Closed | -$2.71M | – | 215 |
|
2025
Q1 | $2.71M | Sell |
28,459
-24,881
| -47% | -$2.37M | 0.54% | 26 |
|
2024
Q4 | $4.93M | Sell |
53,340
-2,331
| -4% | -$216K | 0.76% | 26 |
|
2024
Q3 | $5.46M | Buy |
55,671
+420
| +0.8% | +$41.2K | 0.86% | 28 |
|
2024
Q2 | $5.17M | Sell |
55,251
-627
| -1% | -$58.7K | 0.87% | 26 |
|
2024
Q1 | $5.29M | Buy |
55,878
+5,307
| +10% | +$502K | 0.9% | 26 |
|
2023
Q4 | $4.87M | Sell |
50,571
-17,340
| -26% | -$1.67M | 0.9% | 25 |
|
2023
Q3 | $6.22M | Buy |
67,911
+4,793
| +8% | +$439K | 1.2% | 16 |
|
2023
Q2 | $6.1M | Buy |
63,118
+3,072
| +5% | +$297K | 1.07% | 15 |
|
2023
Q1 | $5.95M | Buy |
60,046
+4,064
| +7% | +$403K | 1.17% | 16 |
|
2022
Q4 | $5.36M | Buy |
55,982
+45,958
| +458% | +$4.4M | 1.14% | 17 |
|
2022
Q3 | $962K | Buy |
10,024
+2,373
| +31% | +$228K | 0.19% | 53 |
|
2022
Q2 | $783K | Sell |
7,651
-56,605
| -88% | -$5.79M | 0.08% | 161 |
|
2022
Q1 | $6.91M | Buy |
64,256
+17,366
| +37% | +$1.87M | 0.6% | 32 |
|
2021
Q4 | $5.39M | Buy |
46,890
+30,072
| +179% | +$3.46M | 0.44% | 47 |
|
2021
Q3 | $1.94M | Buy |
16,818
+11,210
| +200% | +$1.29M | 0.17% | 96 |
|
2021
Q2 | $648K | Buy |
+5,608
| New | +$648K | 0.06% | 183 |
|
2021
Q1 | – | Sell |
-2,113
| Closed | -$253K | – | 451 |
|
2020
Q4 | $253K | Sell |
2,113
-168
| -7% | -$20.1K | 0.03% | 310 |
|
2020
Q3 | $272K | Buy |
2,281
+391
| +21% | +$46.6K | 0.03% | 311 |
|
2020
Q2 | $230K | Sell |
1,890
-369
| -16% | -$44.9K | 0.04% | 221 |
|
2020
Q1 | $274K | Sell |
2,259
-69
| -3% | -$8.37K | 0.06% | 190 |
|
2019
Q4 | $257K | Sell |
2,328
-8,206
| -78% | -$906K | 0.05% | 163 |
|
2019
Q3 | $1.19M | Sell |
10,534
-1,332
| -11% | -$150K | 0.23% | 61 |
|
2019
Q2 | $1.31M | Buy |
11,866
+87
| +0.7% | +$9.57K | 0.3% | 46 |
|
2019
Q1 | $1.26M | Buy |
+11,779
| New | +$1.26M | 0.36% | 37 |
|