CX Institutional’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 | $9K | Hold |
99
| – | – | ﹤0.01% | 1052 |
|
|
2025
Q1 | $9K | Buy |
+99
| New | +$9K | ﹤0.01% | 1022 |
|
|
2023
Q4 | – | Sell |
-19,501
| Closed | -$1.79M | – | 550 |
|
|
2023
Q3 | $1.79M | Hold |
19,501
| – | – | 0.1% | 199 |
|
|
2023
Q2 | $1.88M | Sell |
19,501
-583
| -3% | -$56.3K | 0.1% | 217 |
|
|
2023
Q1 | $2M | Buy |
20,084
+1,808
| +10% | +$180K | 0.11% | 217 |
|
|
2022
Q4 | $1.75M | Sell |
18,276
-8,020
| -30% | -$768K | 0.11% | 205 |
|
|
2022
Q3 | $2.52M | Buy |
26,296
+26,188
| +24,248% | +$2.51M | 0.18% | 145 |
|
|
2022
Q2 | $11K | Buy |
+108
| New | +$11K | ﹤0.01% | 932 |
|
|
2021
Q4 | – | Sell |
-26
| Closed | -$3K | – | 607 |
|
|
2021
Q3 | $3K | Sell |
26
-293
| -92% | -$33.8K | ﹤0.01% | 885 |
|
|
2021
Q2 | $37K | Sell |
319
-38,861
| -99% | -$4.51M | ﹤0.01% | 618 |
|
|
2021
Q1 | $4.43M | Buy |
39,180
+5,390
| +16% | +$609K | 0.4% | 79 |
|
|
2020
Q4 | $4.05M | Buy |
33,790
+33,653
| +24,564% | +$4.04M | 0.39% | 65 |
|
|
2020
Q3 | $17K | Sell |
137
-18
| -12% | -$2.23K | ﹤0.01% | 582 |
|
|
2020
Q2 | $19K | Buy |
155
+81
| +109% | +$9.93K | ﹤0.01% | 448 |
|
|
2020
Q1 | $9K | Sell |
74
-632
| -90% | -$76.9K | ﹤0.01% | 463 |
|
|
2019
Q4 | $78K | Sell |
706
-33,246
| -98% | -$3.67M | 0.01% | 249 |
|
|
2019
Q3 | $3.82M | Sell |
33,952
-4,902
| -13% | -$551K | 0.62% | 40 |
|
|
2019
Q2 | $4.28M | Buy |
38,854
+4,139
| +12% | +$455K | 0.68% | 35 |
|
|
2019
Q1 | $3.7M | Buy |
+34,715
| New | +$3.7M | 0.65% | 43 |
|
|
2018
Q4 | – | Sell |
-61
| Closed | -$6K | – | 545 |
|
|
2018
Q3 | $6K | Buy |
+61
| New | +$6K | ﹤0.01% | 284 |
|