Fulton Breakefield Broenniman’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
2025
Q3
$1.47M Sell
2025
Q2
$1.47M Sell
2025
Q1
$1.51M Sell
2024
Q4
$1.48M Sell
2024
Q3
$3.78M Sell
2024
Q2
$3.64M Sell
2024
Q1
$4M Sell
2023
Q4
$5.23M Sell
2023
Q3
$6.51M Sell
2023
Q2
$7.6M Sell
2023
Q1
$8.29M Sell
2022
Q4
$8.25M Sell
2022
Q3
$9.2M Sell
2022
Q2
$10.2M Sell
2022
Q1
$11.1M Sell
2021
Q4
$12M Sell
2021
Q3
$13.1M Sell
2021
Q2
$13.4M Sell
2021
Q1
$13.1M Buy
2020
Q4
$12.2M Sell
2020
Q3
$14.2M Buy
2020
Q2
$13.4M Buy
2020
Q1
$12.7M Sell
2019
Q4
$11.6M Buy
2019
Q3
$11.8M Buy