Calton & Associates’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 | $299K | Buy |
+3,118
| New | +$299K | 0.05% | 287 |
|
|
2022
Q3 | – | Sell |
-2,122
| Closed | -$217K | – | 232 |
|
|
2022
Q2 | $217K | Buy |
+2,122
| New | +$217K | 0.12% | 203 |
|
|
2020
Q4 | – | Sell |
-16,511
| Closed | -$2.01M | – | 393 |
|
|
2020
Q3 | $2.01M | Buy |
16,511
+2,456
| +17% | +$299K | 0.41% | 51 |
|
|
2020
Q2 | $1.71M | Sell |
14,055
-8,943
| -39% | -$1.09M | 0.37% | 58 |
|
|
2020
Q1 | $2.79M | Buy |
22,998
+11,498
| +100% | +$1.4M | 0.69% | 30 |
|
|
2019
Q4 | $1.27M | Buy |
11,500
+1,563
| +16% | +$172K | 0.25% | 74 |
|
|
2019
Q3 | $1.12M | Buy |
+9,937
| New | +$1.12M | 0.25% | 75 |
|
|
2018
Q1 | – | Sell |
-2,719
| Closed | -$282K | – | 777 |
|
|
2017
Q4 | $282K | Buy |
+2,719
| New | +$282K | 0.07% | 257 |
|