BA
BCM Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
68,795
+10,333
| +18% | +$983K | 1.39% | 13 |
|
|
2025
Q1 | $5.54M | Buy |
58,462
+28,428
| +95% | +$2.69M | 1.26% | 15 |
|
|
2024
Q4 | $2.81M | Buy |
+30,034
| New | +$2.81M | 0.63% | 27 |
|
|
2024
Q2 | – | Sell |
-2,931
| Closed | -$268K | – | 73 |
|
|
2024
Q1 | $268K | Sell |
2,931
-9,416
| -76% | -$862K | 0.07% | 58 |
|
|
2023
Q4 | $1.18M | Buy |
12,347
+6,262
| +103% | +$599K | 0.31% | 41 |
|
|
2023
Q3 | $560K | Buy |
+6,085
| New | +$560K | 0.17% | 50 |
|
|
2023
Q2 | – | Sell |
-11,542
| Closed | -$1.13M | – | 63 |
|
|
2023
Q1 | $1.13M | Buy |
11,542
+7,444
| +182% | +$732K | 0.31% | 38 |
|
|
2022
Q4 | $410K | Sell |
4,098
-5,410
| -57% | -$541K | 0.11% | 53 |
|
|
2022
Q3 | $902K | Buy |
+9,508
| New | +$902K | 0.27% | 43 |
|
|
2018
Q1 | – | Sell |
-6,228
| Closed | -$790K | – | 36 |
|
|
2017
Q4 | $790K | Buy |
+6,228
| New | +$790K | 0.46% | 23 |
|