Capital Analysts LLC’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 | $4.03M | Buy |
42,111
+4,022
| +11% | +$385K | 0.13% | 137 |
|
|
2025
Q1 | $3.63M | Buy |
38,089
+2,735
| +8% | +$261K | 0.14% | 139 |
|
|
2024
Q4 | $3.27M | Buy |
35,354
+423
| +1% | +$39.1K | 0.13% | 132 |
|
|
2024
Q3 | $3.43M | Buy |
34,931
+1,385
| +4% | +$136K | 0.14% | 127 |
|
|
2024
Q2 | $3.14M | Buy |
33,546
+1,335
| +4% | +$125K | 0.14% | 131 |
|
|
2024
Q1 | $3.05M | Buy |
32,211
+3,438
| +12% | +$325K | 0.14% | 126 |
|
|
2023
Q4 | $2.77M | Buy |
28,773
+2,125
| +8% | +$205K | 0.14% | 124 |
|
|
2023
Q3 | $2.44M | Buy |
26,648
+4,675
| +21% | +$428K | 0.14% | 128 |
|
|
2023
Q2 | $2.12M | Sell |
21,973
-112,086
| -84% | -$10.8M | 0.12% | 152 |
|
|
2023
Q1 | $13.3M | Buy |
134,059
+117,784
| +724% | +$11.7M | 0.76% | 23 |
|
|
2022
Q4 | $1.56M | Buy |
16,275
+1,382
| +9% | +$132K | 0.1% | 182 |
|
|
2022
Q3 | $1.43M | Buy |
14,893
+831
| +6% | +$79.8K | 0.1% | 181 |
|
|
2022
Q2 | $1.44M | Buy |
14,062
+283
| +2% | +$29K | 0.1% | 180 |
|
|
2022
Q1 | $1.48M | Sell |
13,779
-99,006
| -88% | -$10.6M | 0.09% | 183 |
|
|
2021
Q4 | $13M | Buy |
112,785
+5,245
| +5% | +$603K | 0.79% | 20 |
|
|
2021
Q3 | $12.4M | Buy |
107,540
+5,436
| +5% | +$626K | 0.81% | 19 |
|
|
2021
Q2 | $11.8M | Sell |
102,104
-39,952
| -28% | -$4.61M | 0.79% | 18 |
|
|
2021
Q1 | $16M | Buy |
142,056
+2,270
| +2% | +$256K | 1.11% | 17 |
|
|
2020
Q4 | $16.8M | Buy |
139,786
+2,582
| +2% | +$310K | 1.47% | 15 |
|
|
2020
Q3 | $16.7M | Buy |
137,204
+7,580
| +6% | +$923K | 1.59% | 12 |
|
|
2020
Q2 | $15.8M | Sell |
129,624
-1,586
| -1% | -$193K | 1.66% | 12 |
|
|
2020
Q1 | $15.9M | Sell |
131,210
-2,753
| -2% | -$334K | 1.96% | 11 |
|
|
2019
Q4 | $14.8M | Buy |
133,963
+1,482
| +1% | +$163K | 1.46% | 12 |
|
|
2019
Q3 | $14.9M | Buy |
+132,481
| New | +$14.9M | 1.57% | 12 |
|
|
2018
Q3 | – | Sell |
-5
| Closed | -$1K | – | 584 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 557 |
|
|
2018
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 545 |
|
|
2016
Q4 | – | Sell |
-5
| Closed | -$559 | – | 369 |
|
|
2016
Q3 | $559 | Buy |
+5
| New | +$559 | ﹤0.01% | 381 |
|