BAM
BTS Asset Management’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 | – | Sell |
-159,620
| Closed | -$15.2M | – | 40 |
|
|
2025
Q1 | $15.2M | Buy |
+159,620
| New | +$15.2M | 17.14% | 3 |
|
|
2024
Q4 | – | Sell |
-2,169
| Closed | -$213K | – | 43 |
|
|
2024
Q3 | $213K | Buy |
+2,169
| New | +$213K | 0.2% | 29 |
|
|
2024
Q1 | – | Sell |
-233,727
| Closed | -$22.5M | – | 37 |
|
|
2023
Q4 | $22.5M | Buy |
+233,727
| New | +$22.5M | 17.01% | 3 |
|
|
2022
Q1 | – | Sell |
-4,528
| Closed | -$521K | – | 33 |
|
|
2021
Q4 | $521K | Buy |
+4,528
| New | +$521K | 0.19% | 18 |
|
|
2020
Q3 | – | Sell |
-637,950
| Closed | -$77.9M | – | 18 |
|
|
2020
Q2 | $77.9M | Buy |
+637,950
| New | +$77.9M | 20.9% | 2 |
|
|
2019
Q3 | – | Sell |
-727,904
| Closed | -$80M | – | 19 |
|
|
2019
Q2 | $80M | Buy |
+727,904
| New | +$80M | 86.95% | 1 |
|