Financial & Tax Architects’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$19M Buy
198,604
+2,525
+1% +$243K 4.23% 6
2025
Q4
$18.9M Sell
196,079
-12,987
-6% -$1.26M 4.24% 4
2025
Q3
$20.2M Buy
209,066
+5,387
+3% +$515K 4.45% 6
2025
Q2
$19.5M Buy
203,679
+10,465
+5% +$990K 4.74% 4
2025
Q1
$18.4M Sell
193,214
-4,016
-2% -$376K 4.63% 4
2024
Q4
$18.2M Buy
197,230
+9,060
+5% +$856K 4.64% 3
2024
Q3
$18.5M Buy
188,170
+986
+0.5% +$95.3K 4.75% 4
2024
Q2
$17.5M Buy
187,184
+4,462
+2% +$415K 4.7% 5
2024
Q1
$17.3M Buy
+182,722
New +$17.3M 4.76% 5
2023
Q3
Sell
-179,017
Closed -$17.3M 87
2023
Q2
$17.3M Buy
+179,017
New +$17.6M 5.34% 4
2022
Q2
Sell
-5,205
Closed -$559K 87
2022
Q1
$559K Sell
5,205
-92,791
-95% -$10.3M 0.21% 61
2021
Q4
$11.3M Buy
97,996
+55,696
+132% +$6.4M 4.6% 2
2021
Q3
$4.87M Buy
42,300
+34,320
+430% +$4.01M 2.22% 9
2021
Q2
$922K Sell
7,980
-2,458
-24% -$281K 0.45% 51
2021
Q1
$1.18M Buy
+10,438
New +$1.22M 0.66% 41

Other funds holding IEF