CAPTRUST Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $957M | Buy |
|
|||||
|
2025
Q1 | $906M | Buy |
|
|||||
|
2024
Q4 | $773M | Sell |
|
|||||
|
2024
Q3 | $840M | Buy |
|
|||||
|
2024
Q2 | $651M | Buy |
|
|||||
|
2024
Q1 | $596M | Buy |
|
|||||
|
2023
Q4 | $543M | Buy |
|
|||||
|
2023
Q3 | $203M | Sell |
|
|||||
|
2023
Q2 | $218M | Buy |
|
|||||
|
2023
Q1 | $221M | Sell |
|
|||||
|
2022
Q4 | $227M | Sell |
|
|||||
|
2022
Q3 | $485M | Buy |
|
|||||
|
2022
Q2 | $376M | Buy |
|
|||||
|
2022
Q1 | $158M | Buy |
|
|||||
|
2021
Q4 | $43.5M | Buy |
|
|||||
|
2021
Q3 | $40.4M | Buy |
|
|||||
|
2021
Q2 | $31.7M | Sell |
|
|||||
|
2021
Q1 | $31.1M | Buy |
|
|||||
|
2020
Q4 | $31.9M | Buy |
|
|||||
|
2020
Q3 | $30.6M | Buy |
|
|||||
|
2020
Q2 | $12.8M | Sell |
|
|||||
|
2020
Q1 | $25.2M | Sell |
|
|||||
|
2019
Q4 | $25.6M | Buy |
|
|||||
|
2019
Q3 | $18.5M | Buy |
|
|||||
|
2019
Q2 | $81K | Sell |
|
|||||
|
2019
Q1 | $132K | Sell |
|
|||||
|
2018
Q4 | $277K | Sell |
|
|||||
|
2018
Q3 | $7.4M | Buy |
|
|||||
|
2018
Q2 | $7.26M | Buy |
|
|||||
|
2018
Q1 | $6.07M | Buy |
|
|||||
|
2017
Q4 | $5.9M | Sell |
|
|||||
|
2017
Q3 | $6.07M | Buy |
|
|||||
|
2017
Q2 | $152K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $1.52M | Sell |
|
|||||
|
2016
Q3 | $3.21M | Buy |
|
|||||
|
2016
Q2 | $3.11M | Sell |
|
|||||
|
2016
Q1 | $3.07M | Sell |
|
|||||
|
2015
Q4 | $3.1M | Sell |
|
|||||
|
2015
Q3 | $3.22M | Buy |
|
|||||
|
2015
Q2 | $3.04M | Buy |
|
|||||
|
2015
Q1 | $2.14M | Buy |
|
|||||
|
2014
Q4 | $1.9M | Buy |
|
|||||
|
2014
Q3 | $1.47M | Sell |
|
|||||
|
2014
Q2 | $1.54M | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $25K | Buy |
|