GenTrust’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 | $57M | Sell |
595,000
-80,715
| -12% | -$7.73M | 2.69% | 8 |
|
2025
Q1 | $64.4M | Buy |
675,715
+530,156
| +364% | +$50.6M | 3.09% | 8 |
|
2024
Q4 | $13.5M | Buy |
145,559
+109,921
| +308% | +$10.2M | 0.59% | 35 |
|
2024
Q3 | $3.5M | Sell |
35,638
-7,363
| -17% | -$722K | 0.17% | 63 |
|
2024
Q2 | $4.03M | Buy |
43,001
+2,424
| +6% | +$227K | 0.22% | 55 |
|
2024
Q1 | $3.84M | Sell |
40,577
-1,709
| -4% | -$162K | 0.24% | 47 |
|
2023
Q4 | $4.08M | Sell |
42,286
-225,992
| -84% | -$21.8M | 0.27% | 44 |
|
2023
Q3 | $24.6M | Sell |
268,278
-143,492
| -35% | -$13.1M | 1.73% | 14 |
|
2023
Q2 | $39.8M | Buy |
+411,770
| New | +$39.8M | 2.7% | 11 |
|