Fisher Asset Management’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 | $14B | Buy |
147,045,481
+12,212,510
| +9% | +$1.17B | 4.76% | 3 |
|
|
2025
Q4 | $13B | Buy |
134,832,971
+47,170,533
| +54% | +$4.56B | 4.43% | 3 |
|
|
2025
Q3 | $8.46B | Buy |
87,662,438
+30,011,547
| +52% | +$2.87B | 3.06% | 5 |
|
|
2025
Q2 | $5.52B | Buy |
57,650,891
+2,686,141
| +5% | +$254M | 2.19% | 7 |
|
|
2025
Q1 | $5.24B | Buy |
54,964,750
+5,744,750
| +12% | +$537M | 2.27% | 7 |
|
|
2024
Q4 | $4.55B | Buy |
49,220,000
+7,566,487
| +18% | +$715M | 1.81% | 9 |
|
|
2024
Q3 | $4.09B | Buy |
41,653,513
+21,282,662
| +104% | +$2.06B | 1.67% | 9 |
|
|
2024
Q2 | $1.91B | Buy |
20,370,851
+836,259
| +4% | +$77.7M | 0.83% | 34 |
|
|
2024
Q1 | $1.85B | Buy |
19,534,592
+9,837,519
| +101% | +$932M | 0.86% | 32 |
|
|
2023
Q4 | $935M | Buy |
9,697,073
+467,283
| +5% | +$43.2M | 0.49% | 66 |
|
|
2023
Q3 | $845M | Buy |
9,229,790
+512,404
| +6% | +$48.3M | 0.48% | 67 |
|
|
2023
Q2 | $842M | Buy |
8,717,386
+446,004
| +5% | +$43.8M | 0.47% | 66 |
|
|
2023
Q1 | $820M | Sell |
8,271,382
-1,904,274
| -19% | -$186M | 0.5% | 64 |
|
|
2022
Q4 | $975M | Buy |
10,175,656
+333,994
| +3% | +$32.1M | 0.66% | 49 |
|
|
2022
Q3 | $945M | Sell |
9,841,662
-2,618,081
| -21% | -$266M | 0.71% | 41 |
|
|
2022
Q2 | $1.27B | Buy |
12,459,743
+110,380
| +0.9% | +$11.3M | 0.9% | 27 |
|
|
2022
Q1 | $1.33B | Buy |
12,349,363
+1,282,072
| +12% | +$142M | 0.78% | 34 |
|
|
2021
Q4 | $1.27B | Buy |
11,067,291
+720,096
| +7% | +$82.8M | 0.71% | 34 |
|
|
2021
Q3 | $1.19B | Buy |
10,347,195
+612,913
| +6% | +$71.7M | 0.74% | 34 |
|
|
2021
Q2 | $1.12B | Buy |
9,734,282
+932,848
| +11% | +$107M | 0.71% | 37 |
|
|
2021
Q1 | $994M | Buy |
+8,801,434
| New | +$1.03B | 0.7% | 38 |
|
|
2020
Q2 | – | Sell |
-1,896
| Closed | -$230K | – | 841 |
|
|
2020
Q1 | $230K | Buy |
+1,896
| New | +$218K | ﹤0.01% | 710 |
|
|
2019
Q4 | – | Sell |
-1,865
| Closed | -$210K | – | 841 |
|
|
2019
Q3 | $210K | Buy |
1,865
+41
| +2% | +$4.57K | ﹤0.01% | 786 |
|
|
2019
Q2 | $201K | Buy |
+1,824
| New | +$195K | ﹤0.01% | 800 |
|
|
2019
Q1 | – | Sell |
-3,203
| Closed | -$334K | – | 826 |
|
|
2018
Q4 | $334K | Sell |
3,203
-105
| -3% | -$10.6K | ﹤0.01% | 707 |
|
|
2018
Q3 | $335K | Buy |
3,308
+199
| +6% | +$20.3K | ﹤0.01% | 696 |
|
|
2018
Q2 | $319K | Sell |
3,109
-11
| -0.4% | -$1.12K | ﹤0.01% | 696 |
|
|
2018
Q1 | $322K | Sell |
3,120
-915
| -23% | -$94.2K | ﹤0.01% | 667 |
|
|
2017
Q4 | $426K | Buy |
4,035
+907
| +29% | +$96.2K | ﹤0.01% | 672 |
|
|
2017
Q3 | $333K | Sell |
3,128
-83
| -3% | -$8.89K | ﹤0.01% | 668 |
|
|
2017
Q2 | $342K | Buy |
3,211
+177
| +6% | +$18.9K | ﹤0.01% | 634 |
|
|
2017
Q1 | $320K | Sell |
3,034
-21
| -0.7% | -$2.21K | ﹤0.01% | 615 |
|
|
2016
Q4 | $320K | Sell |
3,055
-40
| -1% | -$4.3K | ﹤0.01% | 616 |
|
|
2016
Q3 | $346K | Hold |
3,095
| – | – | ﹤0.01% | 615 |
|
|
2016
Q2 | $350K | Sell |
3,095
-346
| -10% | -$38.3K | ﹤0.01% | 599 |
|
|
2016
Q1 | $380K | Buy |
3,441
+346
| +11% | +$37.7K | ﹤0.01% | 591 |
|
|
2015
Q4 | $327K | Hold |
3,095
| – | – | ﹤0.01% | 615 |
|
|
2015
Q3 | $334K | Sell |
3,095
-473
| -13% | -$50.2K | ﹤0.01% | 582 |
|
|
2015
Q2 | $375K | Buy |
3,568
+473
| +15% | +$50.4K | ﹤0.01% | 482 |
|
|
2015
Q1 | $335K | Sell |
3,095
-69
| -2% | -$7.45K | ﹤0.01% | 484 |
|
|
2014
Q4 | $335K | Buy |
3,164
+69
| +2% | +$7.28K | ﹤0.01% | 492 |
|
|
2014
Q3 | $321K | Sell |
3,095
-522
| -14% | -$54.1K | ﹤0.01% | 477 |
|
|
2014
Q2 | $375K | Buy |
3,617
+581
| +19% | +$59.7K | ﹤0.01% | 466 |
|
|
2014
Q1 | $309K | Sell |
3,036
-2,055
| -40% | -$209K | ﹤0.01% | 442 |
|
|
2013
Q4 | $505K | Buy |
5,091
+1,565
| +44% | +$159K | ﹤0.01% | 406 |
|
|
2013
Q3 | $360K | Buy |
3,526
+48
| +1% | +$4.85K | ﹤0.01% | 414 |
|
|
2013
Q2 | $356K | Buy |
+3,478
| New | +$371K | ﹤0.01% | 409 |
|
Other funds holding IEF
BTI
