Envestnet Portfolio Solutions’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
$21.3M Buy
221,919
+15,901
+8% +$1.52M 0.08% 127
2025
Q1
$19.6M Sell
206,018
-178,998
-46% -$17.1M 0.08% 130
2024
Q4
$35.6M Buy
385,016
+22,274
+6% +$2.06M 0.12% 93
2024
Q3
$35.6M Sell
362,742
-7,026
-2% -$689K 0.12% 94
2024
Q2
$34.6M Sell
369,768
-1,929
-0.5% -$181K 0.12% 92
2024
Q1
$35.2M Sell
371,697
-2,934
-0.8% -$278K 0.13% 89
2023
Q4
$36.1M Sell
374,631
-16,168
-4% -$1.56M 0.15% 85
2023
Q3
$35.8M Buy
+390,799
New +$35.8M 0.17% 74