Cresset Asset 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 | $21.5M | Buy |
224,083
+17,010
| +8% | +$1.63M | 0.09% | 137 |
|
|
2025
Q1 | $19.7M | Buy |
207,073
+158,842
| +329% | +$15.1M | 0.1% | 126 |
|
|
2024
Q4 | $4.46M | Sell |
48,231
-25,650
| -35% | -$2.37M | 0.02% | 366 |
|
|
2024
Q3 | $7.25M | Buy |
73,881
+18,808
| +34% | +$1.85M | 0.03% | 372 |
|
|
2024
Q2 | $5.16M | Buy |
55,073
+1,499
| +3% | +$140K | 0.02% | 409 |
|
|
2024
Q1 | $5.07M | Sell |
53,574
-39,180
| -42% | -$3.71M | 0.02% | 374 |
|
|
2023
Q4 | $8.94M | Sell |
92,754
-30,707
| -25% | -$2.96M | 0.05% | 230 |
|
|
2023
Q3 | $11.3M | Buy |
123,461
+119,618
| +3,113% | +$11M | 0.04% | 169 |
|
|
2023
Q2 | $371K | Sell |
3,843
-1,889
| -33% | -$182K | ﹤0.01% | 1287 |
|
|
2023
Q1 | $568K | Sell |
5,732
-177
| -3% | -$17.5K | 0.01% | 460 |
|
|
2022
Q4 | $355K | Buy |
5,909
+566
| +11% | +$34K | ﹤0.01% | 497 |
|
|
2022
Q3 | $513K | Buy |
5,343
+1,552
| +41% | +$149K | 0.01% | 504 |
|
|
2022
Q2 | $388K | Buy |
+3,791
| New | +$388K | ﹤0.01% | 632 |
|
|
2022
Q1 | – | Sell |
-3,587
| Closed | -$413K | – | 1057 |
|
|
2021
Q4 | $413K | Buy |
+3,587
| New | +$413K | ﹤0.01% | 756 |
|
|
2020
Q2 | – | Sell |
-5,801
| Closed | -$705K | – | 696 |
|
|
2020
Q1 | $705K | Buy |
5,801
+2,267
| +64% | +$276K | 0.02% | 235 |
|
|
2019
Q4 | $390K | Buy |
3,534
+33
| +0.9% | +$3.64K | 0.01% | 355 |
|
|
2019
Q3 | $394K | Buy |
+3,501
| New | +$394K | 0.01% | 312 |
|