Graybill Wealth 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 | $8.95M | Sell |
93,411
-639
| -0.7% | -$61.2K | 2.92% | 8 |
|
|
2025
Q1 | $8.97M | Buy |
+94,050
| New | +$8.97M | 3.08% | 6 |
|
|
2024
Q3 | $9.21M | Buy |
93,891
+33,306
| +55% | +$3.27M | 3.41% | 4 |
|
|
2024
Q2 | $5.67M | Buy |
60,585
+10,132
| +20% | +$949K | 2.3% | 18 |
|
|
2024
Q1 | $4.78M | Buy |
50,453
+1,134
| +2% | +$107K | 2.01% | 24 |
|
|
2023
Q4 | $4.75M | Buy |
49,319
+414
| +0.8% | +$39.9K | 2.1% | 22 |
|
|
2023
Q3 | $4.48M | Buy |
48,905
+1,456
| +3% | +$133K | 2.19% | 17 |
|
|
2023
Q2 | $4.58M | Buy |
47,449
+4,243
| +10% | +$410K | 2.18% | 20 |
|
|
2023
Q1 | $4.28M | Buy |
43,206
+9,967
| +30% | +$988K | 2.18% | 20 |
|
|
2022
Q4 | $3.18M | Sell |
33,239
-21,106
| -39% | -$2.02M | 1.72% | 31 |
|
|
2022
Q3 | $5.22M | Buy |
54,345
+195
| +0.4% | +$18.7K | 3.1% | 8 |
|
|
2022
Q2 | $5.54M | Buy |
54,150
+16,148
| +42% | +$1.65M | 3.07% | 7 |
|
|
2022
Q1 | $4.08M | Buy |
38,002
+585
| +2% | +$62.9K | 1.99% | 25 |
|
|
2021
Q4 | $4.3M | Sell |
37,417
-119
| -0.3% | -$13.7K | 1.95% | 25 |
|
|
2021
Q3 | $4.33M | Buy |
37,536
+704
| +2% | +$81.1K | 2.13% | 19 |
|
|
2021
Q2 | $4.25M | Sell |
36,832
-266
| -0.7% | -$30.7K | 2.1% | 21 |
|
|
2021
Q1 | $4.19M | Buy |
37,098
+10,411
| +39% | +$1.18M | 2.22% | 21 |
|
|
2020
Q4 | $3.2M | Sell |
26,687
-394
| -1% | -$47.3K | 1.81% | 30 |
|
|
2020
Q3 | $3.3M | Sell |
27,081
-708
| -3% | -$86.2K | 2.15% | 21 |
|
|
2020
Q2 | $3.39M | Buy |
+27,789
| New | +$3.39M | 2.49% | 17 |
|