ECM
Evergreen Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
56,065
+3,629
| +7% | +$348K | 0.16% | 154 |
|
|
2025
Q1 | $5M | Buy |
52,436
+932
| +2% | +$88.9K | 0.17% | 151 |
|
|
2024
Q4 | $4.76M | Buy |
51,504
+1,406
| +3% | +$130K | 0.16% | 156 |
|
|
2024
Q3 | $4.92M | Buy |
50,098
+1,813
| +4% | +$178K | 0.16% | 151 |
|
|
2024
Q2 | $4.52M | Buy |
48,285
+46,023
| +2,035% | +$4.31M | 0.16% | 150 |
|
|
2024
Q1 | $214K | Buy |
2,262
+137
| +6% | +$13K | 0.01% | 775 |
|
|
2023
Q4 | $205K | Buy |
+2,125
| New | +$205K | 0.01% | 765 |
|
|
2023
Q3 | – | Sell |
-32,564
| Closed | -$3.15M | – | 821 |
|
|
2023
Q2 | $3.15M | Sell |
32,564
-92
| -0.3% | -$8.89K | 0.13% | 176 |
|
|
2023
Q1 | $3.24M | Buy |
32,656
+844
| +3% | +$83.7K | 0.15% | 167 |
|
|
2022
Q4 | $3.05M | Sell |
31,812
-5,588
| -15% | -$535K | 0.14% | 171 |
|
|
2022
Q3 | $3.59M | Buy |
37,400
+29,525
| +375% | +$2.83M | 0.19% | 143 |
|
|
2022
Q2 | $806K | Buy |
+7,875
| New | +$806K | 0.04% | 271 |
|
|
2022
Q1 | – | Sell |
-1,991
| Closed | -$229K | – | 666 |
|
|
2021
Q4 | $229K | Hold |
1,991
| – | – | 0.01% | 561 |
|
|
2021
Q3 | $229K | Hold |
1,991
| – | – | 0.01% | 508 |
|
|
2021
Q2 | $230K | Hold |
1,991
| – | – | 0.01% | 474 |
|
|
2021
Q1 | $225K | Hold |
1,991
| – | – | 0.01% | 457 |
|
|
2020
Q4 | $239K | Sell |
1,991
-725
| -27% | -$87K | 0.01% | 381 |
|
|
2020
Q3 | $331K | Sell |
2,716
-124
| -4% | -$15.1K | 0.02% | 320 |
|
|
2020
Q2 | $346K | Sell |
2,840
-7,071
| -71% | -$861K | 0.03% | 287 |
|
|
2020
Q1 | $1.2M | Sell |
9,911
-57,780
| -85% | -$7.02M | 0.11% | 152 |
|
|
2019
Q4 | $7.46M | Sell |
67,691
-8,175
| -11% | -$901K | 0.62% | 41 |
|
|
2019
Q3 | $8.53M | Sell |
75,866
-550
| -0.7% | -$61.9K | 0.8% | 28 |
|
|
2019
Q2 | $8.41M | Buy |
76,416
+110
| +0.1% | +$12.1K | 0.8% | 28 |
|
|
2019
Q1 | $8.14M | Buy |
+76,306
| New | +$8.14M | 0.82% | 28 |
|
|
2018
Q2 | – | Sell |
-51,372
| Closed | -$5.3M | – | 383 |
|
|
2018
Q1 | $5.3M | Sell |
51,372
-4,979
| -9% | -$514K | 0.51% | 52 |
|
|
2017
Q4 | $5.95M | Sell |
56,351
-944
| -2% | -$99.7K | 0.6% | 46 |
|
|
2017
Q3 | $6.1M | Buy |
57,295
+4,365
| +8% | +$465K | 0.71% | 41 |
|
|
2017
Q2 | $5.64M | Buy |
52,930
+6,241
| +13% | +$665K | 0.91% | 34 |
|
|
2017
Q1 | $4.93M | Sell |
46,689
-7,441
| -14% | -$786K | 1.03% | 34 |
|
|
2016
Q4 | $5.67M | Buy |
54,130
+1,301
| +2% | +$136K | 1.1% | 27 |
|
|
2016
Q3 | $5.91M | Sell |
52,829
-3,465
| -6% | -$388K | 1.16% | 26 |
|
|
2016
Q2 | $6.36M | Buy |
56,294
+25
| +0% | +$2.82K | 1.38% | 23 |
|
|
2016
Q1 | $6.21M | Buy |
56,269
+2,780
| +5% | +$307K | 1.42% | 20 |
|
|
2015
Q4 | $5.65M | Buy |
53,489
+9,225
| +21% | +$974K | 1.35% | 21 |
|
|
2015
Q3 | $4.78M | Buy |
+44,264
| New | +$4.78M | 1.24% | 25 |
|