Chesley Taft & 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 | $354K | Sell |
3,700
-600
| -14% | -$57.5K | 0.02% | 284 |
|
|
2025
Q1 | $410K | Sell |
4,300
-950
| -18% | -$90.6K | 0.02% | 273 |
|
|
2024
Q4 | $485K | Sell |
5,250
-5,300
| -50% | -$490K | 0.02% | 251 |
|
|
2024
Q3 | $1.04M | Sell |
10,550
-200
| -2% | -$19.6K | 0.05% | 190 |
|
|
2024
Q2 | $1.01M | Sell |
10,750
-100
| -0.9% | -$9.37K | 0.05% | 187 |
|
|
2024
Q1 | $1.03M | Sell |
10,850
-100
| -0.9% | -$9.47K | 0.05% | 186 |
|
|
2023
Q4 | $1.06M | Sell |
10,950
-800
| -7% | -$77.1K | 0.06% | 182 |
|
|
2023
Q3 | $1.08M | Sell |
11,750
-1,400
| -11% | -$128K | 0.07% | 171 |
|
|
2023
Q2 | $1.27M | Buy |
13,150
+200
| +2% | +$19.3K | 0.08% | 164 |
|
|
2023
Q1 | $1.28M | Buy |
12,950
+200
| +2% | +$19.8K | 0.08% | 157 |
|
|
2022
Q4 | $1.22M | Hold |
12,750
| – | – | 0.08% | 154 |
|
|
2022
Q3 | $1.22M | Sell |
12,750
-500
| -4% | -$48K | 0.09% | 149 |
|
|
2022
Q2 | $1.36M | Hold |
13,250
| – | – | 0.09% | 150 |
|
|
2022
Q1 | $1.38M | Sell |
13,250
-150
| -1% | -$15.6K | 0.08% | 158 |
|
|
2021
Q4 | $1.54M | Sell |
13,400
-200
| -1% | -$23K | 0.08% | 162 |
|
|
2021
Q3 | $1.57M | Hold |
13,600
| – | – | 0.09% | 156 |
|
|
2021
Q2 | $1.57M | Sell |
13,600
-400
| -3% | -$46.2K | 0.09% | 150 |
|
|
2021
Q1 | $1.58M | Sell |
14,000
-20,825
| -60% | -$2.35M | 0.09% | 147 |
|
|
2020
Q4 | $4.18M | Buy |
34,825
+1,000
| +3% | +$120K | 0.27% | 83 |
|
|
2020
Q3 | $4.12M | Sell |
33,825
-1,800
| -5% | -$219K | 0.29% | 79 |
|
|
2020
Q2 | $4.34M | Buy |
35,625
+50
| +0.1% | +$6.09K | 0.33% | 75 |
|
|
2020
Q1 | $4.32M | Hold |
35,575
| – | – | 0.39% | 67 |
|
|
2019
Q4 | $3.92M | Sell |
35,575
-50
| -0.1% | -$5.51K | 0.28% | 77 |
|
|
2019
Q3 | $4.01M | Buy |
35,625
+29,900
| +522% | +$3.36M | 0.31% | 75 |
|
|
2019
Q2 | $630K | Buy |
+5,725
| New | +$630K | 0.05% | 189 |
|
|
2014
Q1 | – | Sell |
-2,150
| Closed | -$213K | – | 266 |
|
|
2013
Q4 | $213K | Sell |
2,150
-10,125
| -82% | -$1M | 0.02% | 254 |
|
|
2013
Q3 | $1.25M | Sell |
12,275
-3,225
| -21% | -$329K | 0.14% | 140 |
|
|
2013
Q2 | $1.59M | Buy |
+15,500
| New | +$1.59M | 0.18% | 118 |
|