Berkshire Asset Management’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 | $3.82M | Sell |
39,896
-1,092
| -3% | -$105K | 0.17% | 71 |
|
|
2025
Q1 | $3.86M | Sell |
40,988
-4,831
| -11% | -$455K | 0.19% | 71 |
|
|
2024
Q4 | $4.24M | Buy |
45,819
+5,708
| +14% | +$528K | 0.2% | 69 |
|
|
2024
Q3 | $3.76M | Hold |
40,111
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $3.76M | Buy |
+40,111
| New | +$3.76M | 0.19% | 72 |
|
|
2019
Q4 | – | Sell |
-4,952
| Closed | -$557K | – | 207 |
|
|
2019
Q3 | $557K | Buy |
+4,952
| New | +$557K | 0.05% | 136 |
|
|
2019
Q2 | – | Sell |
-5,017
| Closed | -$535K | – | 211 |
|
|
2019
Q1 | $535K | Buy |
+5,017
| New | +$535K | 0.05% | 140 |
|