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