Boltwood Capital 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 | $2.84M | Sell |
29,702
-1,265
| -4% | -$121K | 0.81% | 31 |
|
|
2025
Q1 | $2.95M | Sell |
30,967
-4,177
| -12% | -$398K | 0.9% | 28 |
|
|
2024
Q4 | $3.25M | Sell |
35,144
-2,515
| -7% | -$233K | 0.99% | 27 |
|
|
2024
Q3 | $3.7M | Sell |
37,659
-10,533
| -22% | -$1.03M | 1.1% | 24 |
|
|
2024
Q2 | $4.51M | Buy |
48,192
+3,847
| +9% | +$360K | 1.41% | 17 |
|
|
2024
Q1 | $4.2M | Sell |
44,345
-1,830
| -4% | -$173K | 1.3% | 16 |
|
|
2023
Q4 | $4.45M | Buy |
46,175
+4,970
| +12% | +$479K | 1.47% | 15 |
|
|
2023
Q3 | $3.77M | Sell |
41,205
-605
| -1% | -$55.4K | 1.4% | 17 |
|
|
2023
Q2 | $4.04M | Buy |
41,810
+2,255
| +6% | +$218K | 1.46% | 15 |
|
|
2023
Q1 | $3.92M | Buy |
39,555
+3,832
| +11% | +$380K | 1.47% | 16 |
|
|
2022
Q4 | $3.42M | Buy |
35,723
+11,823
| +49% | +$1.13M | 1.39% | 17 |
|
|
2022
Q3 | $2.29M | Buy |
23,900
+3,630
| +18% | +$348K | 1.05% | 29 |
|
|
2022
Q2 | $2.07M | Buy |
20,270
+6,126
| +43% | +$627K | 0.9% | 32 |
|
|
2022
Q1 | $1.52M | Sell |
14,144
-792
| -5% | -$85.1K | 0.59% | 53 |
|
|
2021
Q4 | $1.72M | Buy |
14,936
+3,266
| +28% | +$376K | 0.63% | 49 |
|
|
2021
Q3 | $1.35M | Buy |
11,670
+7,040
| +152% | +$811K | 0.54% | 59 |
|
|
2021
Q2 | $535K | Sell |
4,630
-45
| -1% | -$5.2K | 0.22% | 107 |
|
|
2021
Q1 | $528K | Buy |
4,675
+1,125
| +32% | +$127K | 0.23% | 103 |
|
|
2020
Q4 | $426K | Buy |
3,550
+1,015
| +40% | +$122K | 0.21% | 108 |
|
|
2020
Q3 | $309K | Buy |
+2,535
| New | +$309K | 0.17% | 118 |
|