Goelzer Investment 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 | $749K | Buy |
7,821
+104
| +1% | +$9.96K | 0.04% | 165 |
|
|
2025
Q1 | $736K | Buy |
7,717
+366
| +5% | +$34.9K | 0.04% | 156 |
|
|
2024
Q4 | $680K | Buy |
7,351
+347
| +5% | +$32.1K | 0.04% | 159 |
|
|
2024
Q3 | $687K | Buy |
7,004
+23
| +0.3% | +$2.26K | 0.04% | 155 |
|
|
2024
Q2 | $654K | Buy |
6,981
+148
| +2% | +$13.9K | 0.04% | 157 |
|
|
2024
Q1 | $647K | Sell |
6,833
-7,710
| -53% | -$730K | 0.04% | 163 |
|
|
2023
Q4 | $1.4M | Buy |
14,543
+3,476
| +31% | +$335K | 0.09% | 132 |
|
|
2023
Q3 | $1.01M | Buy |
11,067
+1,775
| +19% | +$163K | 0.07% | 137 |
|
|
2023
Q2 | $898K | Buy |
9,292
+239
| +3% | +$23.1K | 0.08% | 142 |
|
|
2023
Q1 | $897K | Buy |
9,053
+2,299
| +34% | +$228K | 0.08% | 145 |
|
|
2022
Q4 | $647K | Sell |
6,754
-15,842
| -70% | -$1.52M | 0.06% | 164 |
|
|
2022
Q3 | $2.17M | Buy |
22,596
+3,599
| +19% | +$345K | 0.22% | 119 |
|
|
2022
Q2 | $1.94M | Buy |
+18,997
| New | +$1.94M | 0.19% | 125 |
|