Equitable Holdings’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 | $1.01M | Sell |
10,573
-282
| -3% | -$27K | 0.01% | 792 |
|
2025
Q1 | $1.04M | Sell |
10,855
-2,001
| -16% | -$191K | 0.01% | 700 |
|
2024
Q4 | $1.19M | Sell |
12,856
-145,131
| -92% | -$13.4M | 0.01% | 632 |
|
2024
Q3 | $15.5M | Sell |
157,987
-12,918
| -8% | -$1.27M | 0.15% | 122 |
|
2024
Q2 | $16M | Sell |
170,905
-12,451
| -7% | -$1.17M | 0.17% | 113 |
|
2024
Q1 | $17.4M | Buy |
183,356
+76,869
| +72% | +$7.28M | 0.2% | 96 |
|
2023
Q4 | $10.3M | Sell |
106,487
-1,715
| -2% | -$165K | 0.13% | 135 |
|
2023
Q3 | $9.91M | Buy |
108,202
+98,417
| +1,006% | +$9.01M | 0.14% | 124 |
|
2023
Q2 | $945K | Buy |
9,785
+3,264
| +50% | +$315K | 0.01% | 526 |
|
2023
Q1 | $646K | Buy |
6,521
+4,228
| +184% | +$419K | 0.01% | 581 |
|
2022
Q4 | $220K | Sell |
2,293
-658
| -22% | -$63K | ﹤0.01% | 825 |
|
2022
Q3 | $283K | Sell |
2,951
-908
| -24% | -$87.1K | 0.01% | 708 |
|
2022
Q2 | $395K | Sell |
3,859
-1,168
| -23% | -$120K | 0.01% | 619 |
|
2022
Q1 | $540K | Buy |
5,027
+1,454
| +41% | +$156K | 0.01% | 555 |
|
2021
Q4 | $411K | Sell |
3,573
-2,838
| -44% | -$326K | 0.01% | 618 |
|
2021
Q3 | $739K | Sell |
6,411
-1,003
| -14% | -$116K | 0.01% | 459 |
|
2021
Q2 | $856K | Sell |
7,414
-769
| -9% | -$88.8K | 0.01% | 408 |
|
2021
Q1 | $924K | Sell |
8,183
-2,451
| -23% | -$277K | 0.02% | 363 |
|
2020
Q4 | $1.28M | Buy |
10,634
+92
| +0.9% | +$11K | 0.03% | 283 |
|
2020
Q3 | $1.28M | Sell |
10,542
-466
| -4% | -$56.8K | 0.03% | 269 |
|
2020
Q2 | $1.34M | Buy |
11,008
+4,802
| +77% | +$585K | 0.04% | 260 |
|
2020
Q1 | $754K | Buy |
+6,206
| New | +$754K | 0.03% | 305 |
|