First Citizens Asset Management’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 | $418K | Sell |
4,363
-767
| -15% | -$73.5K | 0.16% | 16 |
|
|
2025
Q1 | $489K | Sell |
5,130
-221
| -4% | -$21.1K | 0.19% | 18 |
|
|
2024
Q4 | $495K | Sell |
5,351
-413
| -7% | -$38.2K | 0.18% | 18 |
|
|
2024
Q3 | $566K | Buy |
5,764
+33
| +0.6% | +$3.24K | 0.2% | 20 |
|
|
2024
Q2 | $537K | Sell |
5,731
-32
| -0.6% | -$3K | 0.2% | 21 |
|
|
2024
Q1 | $546K | Sell |
5,763
-572
| -9% | -$54.1K | 0.16% | 24 |
|
|
2023
Q4 | $611K | Sell |
6,335
-126
| -2% | -$12.1K | 0.14% | 26 |
|
|
2023
Q3 | $592K | Buy |
6,461
+711
| +12% | +$65.1K | 0.25% | 26 |
|
|
2023
Q2 | $555K | Sell |
5,750
-6
| -0.1% | -$580 | 0.23% | 26 |
|
|
2023
Q1 | $571K | Buy |
5,756
+420
| +8% | +$41.6K | 0.24% | 25 |
|
|
2022
Q4 | $511K | Buy |
+5,336
| New | +$511K | 0.27% | 25 |
|