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