Anchor Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$22.7M Buy
2025
Q2
$22.2M Buy
2025
Q1
$15.6M Buy
2024
Q4
$5.98M Sell
2024
Q3
$7.69M Sell
2024
Q2
$7.48M Sell
2024
Q1
$16.7M Sell
2023
Q4
$17.6M Sell
2023
Q3
$18.4M Sell
2023
Q2
$19.9M Sell
2023
Q1
$20.8M Buy
2022
Q4
$10.2M Sell
2022
Q3
$10.6M Sell
2022
Q2
$17M Buy
2022
Q1
$17.1M Sell
2021
Q4
$18.8M Sell
2021
Q3
$19M Sell
2021
Q2
$19.4M Sell
2021
Q1
$19.2M Buy
2020
Q4
$13.9M Buy
2020
Q3
$12.9M Sell
2020
Q2
$13.3M Sell
2020
Q1
$13.9M Buy