Anchor Capital 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
Q2 | $22.2M | Buy |
232,104
+68,881
| +42% | +$6.6M | 0.65% | 58 |
|
|
2025
Q1 | $15.6M | Buy |
163,223
+98,544
| +152% | +$9.4M | 0.46% | 76 |
|
|
2024
Q4 | $5.98M | Sell |
64,679
-13,678
| -17% | -$1.26M | 0.17% | 113 |
|
|
2024
Q3 | $7.69M | Sell |
78,357
-1,499
| -2% | -$147K | 0.2% | 106 |
|
|
2024
Q2 | $7.48M | Sell |
79,856
-96,621
| -55% | -$9.05M | 0.21% | 105 |
|
|
2024
Q1 | $16.7M | Sell |
176,477
-5,648
| -3% | -$535K | 0.44% | 77 |
|
|
2023
Q4 | $17.6M | Sell |
182,125
-18,985
| -9% | -$1.83M | 0.46% | 69 |
|
|
2023
Q3 | $18.4M | Sell |
201,110
-4,719
| -2% | -$432K | 0.51% | 62 |
|
|
2023
Q2 | $19.9M | Sell |
205,829
-3,732
| -2% | -$361K | 0.52% | 63 |
|
|
2023
Q1 | $20.8M | Buy |
209,561
+103,446
| +97% | +$10.3M | 0.55% | 61 |
|
|
2022
Q4 | $10.2M | Sell |
106,115
-4,338
| -4% | -$415K | 0.26% | 97 |
|
|
2022
Q3 | $10.6M | Sell |
110,453
-55,913
| -34% | -$5.37M | 0.29% | 95 |
|
|
2022
Q2 | $17M | Buy |
166,366
+7,206
| +5% | +$737K | 0.43% | 78 |
|
|
2022
Q1 | $17.1M | Sell |
159,160
-3,951
| -2% | -$425K | 0.36% | 88 |
|
|
2021
Q4 | $18.8M | Sell |
163,111
-2,053
| -1% | -$236K | 0.37% | 92 |
|
|
2021
Q3 | $19M | Sell |
165,164
-2,608
| -2% | -$300K | 0.4% | 89 |
|
|
2021
Q2 | $19.4M | Sell |
167,772
-2,063
| -1% | -$238K | 0.39% | 89 |
|
|
2021
Q1 | $19.2M | Buy |
169,835
+54,212
| +47% | +$6.12M | 0.41% | 86 |
|
|
2020
Q4 | $13.9M | Buy |
115,623
+9,731
| +9% | +$1.17M | 0.32% | 98 |
|
|
2020
Q3 | $12.9M | Sell |
105,892
-2,871
| -3% | -$350K | 0.33% | 97 |
|
|
2020
Q2 | $13.3M | Sell |
108,763
-5,799
| -5% | -$707K | 0.34% | 97 |
|
|
2020
Q1 | $13.9M | Buy |
+114,562
| New | +$13.9M | 0.41% | 82 |
|