Goelzer Investment 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
2025
Q3
$725K Sell
2025
Q2
$749K Buy
2025
Q1
$736K Buy
2024
Q4
$680K Buy
2024
Q3
$687K Buy
2024
Q2
$654K Buy
2024
Q1
$647K Sell
2023
Q4
$1.4M Buy
2023
Q3
$1.01M Buy
2023
Q2
$898K Buy
2023
Q1
$897K Buy
2022
Q4
$647K Sell
2022
Q3
$2.17M Buy
2022
Q2
$1.94M Buy