AssetMark Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $128M | Buy |
1,336,059
+328,290
| +33% | +$31.6M | 0.26% | 62 |
|
|
2025
Q4 | $96.9M | Buy |
1,007,769
+13,133
| +1% | +$1.27M | 0.2% | 90 |
|
|
2025
Q3 | $95.9M | Buy |
994,636
+24,680
| +3% | +$2.36M | 0.21% | 87 |
|
|
2025
Q2 | $92.9M | Buy |
969,956
+430,111
| +80% | +$40.7M | 0.22% | 80 |
|
|
2025
Q1 | $51.5M | Buy |
539,845
+265,397
| +97% | +$24.8M | 0.14% | 138 |
|
|
2024
Q4 | $25.4M | Buy |
274,448
+41,367
| +18% | +$3.91M | 0.07% | 214 |
|
|
2024
Q3 | $22.9M | Buy |
233,081
+10,713
| +5% | +$1.04M | 0.07% | 214 |
|
|
2024
Q2 | $20.8M | Sell |
222,368
-181,398
| -45% | -$16.9M | 0.06% | 220 |
|
|
2024
Q1 | $38.2M | Buy |
403,766
+89,225
| +28% | +$8.46M | 0.12% | 152 |
|
|
2023
Q4 | $30.3M | Sell |
314,541
-2,959
| -0.9% | -$274K | 0.11% | 168 |
|
|
2023
Q3 | $29.1M | Sell |
317,500
-291,543
| -48% | -$27.5M | 0.12% | 168 |
|
|
2023
Q2 | $58.8M | Sell |
609,043
-4,017,280
| -87% | -$395M | 0.23% | 96 |
|
|
2023
Q1 | $459M | Buy |
4,626,323
+3,713,258
| +407% | +$363M | 1.9% | 9 |
|
|
2022
Q4 | $87.5M | Sell |
913,065
-1,417,382
| -61% | -$136M | 0.38% | 64 |
|
|
2022
Q3 | $224M | Buy |
2,330,447
+1,218,696
| +110% | +$124M | 1.05% | 20 |
|
|
2022
Q2 | $114M | Sell |
1,111,751
-813,018
| -42% | -$83.4M | 0.51% | 45 |
|
|
2022
Q1 | $207M | Sell |
1,924,769
-21,626
| -1% | -$2.4M | 0.87% | 27 |
|
|
2021
Q4 | $224M | Buy |
1,946,395
+827,986
| +74% | +$95.2M | 0.92% | 26 |
|
|
2021
Q3 | $129M | Buy |
1,118,409
+742,160
| +197% | +$86.8M | 0.58% | 45 |
|
|
2021
Q2 | $43.5M | Sell |
376,249
-2,966,285
| -89% | -$339M | 0.2% | 120 |
|
|
2021
Q1 | $377M | Sell |
3,342,534
-768,909
| -19% | -$89.6M | 1.95% | 7 |
|
|
2020
Q4 | $493M | Buy |
4,111,443
+1,921,614
| +88% | +$231M | 2.75% | 4 |
|
|
2020
Q3 | $267M | Sell |
2,189,829
-3,703,924
| -63% | -$452M | 1.72% | 9 |
|
|
2020
Q2 | $716M | Buy |
5,893,753
+4,538,555
| +335% | +$551M | 5.13% | 1 |
|
|
2020
Q1 | $165M | Buy |
1,355,198
+1,018,586
| +303% | +$117M | 1.39% | 15 |
|
|
2019
Q4 | $37.1M | Sell |
336,612
-483,386
| -59% | -$53.9M | 0.28% | 96 |
|
|
2019
Q3 | $92.2M | Sell |
819,998
-5,965,660
| -88% | -$666M | 0.77% | 36 |
|
|
2019
Q2 | $747M | Buy |
6,785,658
+3,961,881
| +140% | +$425M | 6.09% | 1 |
|
|
2019
Q1 | $301M | Buy |
2,823,777
+1,149,633
| +69% | +$120M | 2.72% | 2 |
|
|
2018
Q4 | $174M | Buy |
1,674,144
+934,208
| +126% | +$94.6M | 1.68% | 13 |
|
|
2018
Q3 | $74.9M | Sell |
739,936
-29,462
| -4% | -$3.01M | 0.68% | 41 |
|
|
2018
Q2 | $78.9M | Sell |
769,398
-175,599
| -19% | -$17.9M | 0.77% | 37 |
|
|
2018
Q1 | $97.5M | Buy |
944,997
+260,858
| +38% | +$26.9M | 1.01% | 31 |
|
|
2017
Q4 | $72.2M | Buy |
684,139
+133,757
| +24% | +$14.2M | 0.74% | 35 |
|
|
2017
Q3 | $58.6M | Sell |
550,382
-66,995
| -11% | -$7.18M | 0.67% | 44 |
|
|
2017
Q2 | $65.8M | Sell |
617,377
-310,766
| -33% | -$33.2M | 0.83% | 33 |
|
|
2017
Q1 | $98M | Buy |
928,143
+242,754
| +35% | +$25.5M | 1.29% | 16 |
|
|
2016
Q4 | $71.8M | Buy |
685,389
+174,532
| +34% | +$18.7M | 1.06% | 28 |
|
|
2016
Q3 | $57.2M | Sell |
510,857
-1,161
| -0.2% | -$130K | 0.87% | 37 |
|
|
2016
Q2 | $57.8M | Buy |
512,018
+97,471
| +24% | +$10.8M | 0.97% | 32 |
|
|
2016
Q1 | $45.7M | Sell |
414,547
-215,624
| -34% | -$23.5M | 0.8% | 39 |
|
|
2015
Q4 | $66.5M | Buy |
630,171
+297,796
| +90% | +$31.7M | 1.23% | 26 |
|
|
2015
Q3 | $35.9M | Sell |
332,375
-40,112
| -11% | -$4.26M | 0.75% | 39 |
|
|
2015
Q2 | $39.1M | Sell |
372,487
-251,896
| -40% | -$26.8M | 0.81% | 36 |
|
|
2015
Q1 | $67.7M | Sell |
624,383
-331,207
| -35% | -$35.7M | 1.44% | 22 |
|
|
2014
Q4 | $101M | Sell |
955,590
-61,279
| -6% | -$6.46M | 2.2% | 8 |
|
|
2014
Q3 | $105M | Buy |
1,016,869
+135,009
| +15% | +$14M | 2.43% | 4 |
|
|
2014
Q2 | $91.3M | Sell |
881,860
-62,859
| -7% | -$6.45M | 1.95% | 5 |
|
|
2014
Q1 | $96.1M | Buy |
944,719
+435,100
| +85% | +$44.2M | 2.34% | 12 |
|
|
2013
Q4 | $50.6M | Sell |
509,619
-566,180
| -53% | -$57.4M | 1.2% | 27 |
|
|
2013
Q3 | $110M | Buy |
+1,075,799
| New | +$109M | 2.77% | 5 |
|
Other funds holding IEF
BTI