Burns Matteson 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 | – | Sell |
-27,509
| Closed | -$2.62M | – | 200 |
|
|
2025
Q1 | $2.62M | Buy |
27,509
+4,547
| +20% | +$434K | 1.41% | 20 |
|
|
2024
Q4 | $2.12M | Buy |
22,962
+241
| +1% | +$22.3K | 1.19% | 20 |
|
|
2024
Q3 | $2.23M | Buy |
22,721
+1,103
| +5% | +$108K | 1.25% | 20 |
|
|
2024
Q2 | $2.02M | Sell |
21,618
-2,288
| -10% | -$214K | 1.27% | 19 |
|
|
2024
Q1 | $2.26M | Buy |
+23,906
| New | +$2.26M | 1.46% | 16 |
|
|
2023
Q4 | – | Sell |
-34,053
| Closed | -$3.12M | – | 157 |
|
|
2023
Q3 | $3.12M | Buy |
+34,053
| New | +$3.12M | 1.99% | 13 |
|
|
2022
Q4 | – | Sell |
-2,835
| Closed | -$272K | – | 156 |
|
|
2022
Q3 | $272K | Sell |
2,835
-38,076
| -93% | -$3.65M | 0.2% | 70 |
|
|
2022
Q2 | $4.19M | Sell |
40,911
-94,050
| -70% | -$9.62M | 2.94% | 7 |
|
|
2022
Q1 | $14.5M | Buy |
134,961
+129,532
| +2,386% | +$13.9M | 10.1% | 2 |
|
|
2021
Q4 | $624K | Sell |
5,429
-43,565
| -89% | -$5.01M | 0.42% | 75 |
|
|
2021
Q3 | $5.65M | Buy |
48,994
+7,043
| +17% | +$811K | 4.27% | 5 |
|
|
2021
Q2 | $4.84M | Sell |
41,951
-19,515
| -32% | -$2.25M | 3.83% | 6 |
|
|
2021
Q1 | $6.94M | Buy |
61,466
+44,428
| +261% | +$5.02M | 6.63% | 4 |
|
|
2020
Q4 | $2.04M | Buy |
+17,038
| New | +$2.04M | 2.25% | 12 |
|