Greenleaf Trust’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 | $20.2M | Buy |
211,394
+5,389
| +3% | +$516K | 0.18% | 34 |
|
|
2025
Q1 | $19.6M | Buy |
206,005
+12,544
| +6% | +$1.2M | 0.18% | 36 |
|
|
2024
Q4 | $17.9M | Buy |
193,461
+5,947
| +3% | +$550K | 0.16% | 45 |
|
|
2024
Q3 | $18.4M | Buy |
187,514
+14,311
| +8% | +$1.4M | 0.16% | 42 |
|
|
2024
Q2 | $16.2M | Buy |
173,203
+170,031
| +5,360% | +$15.9M | 0.15% | 44 |
|
|
2024
Q1 | $300K | Sell |
3,172
-526
| -14% | -$49.8K | ﹤0.01% | 604 |
|
|
2023
Q4 | $356K | Sell |
3,698
-1,605
| -30% | -$155K | ﹤0.01% | 552 |
|
|
2023
Q3 | $486K | Buy |
5,303
+2,805
| +112% | +$257K | 0.01% | 445 |
|
|
2023
Q2 | $241K | Sell |
2,498
-473
| -16% | -$45.7K | ﹤0.01% | 666 |
|
|
2023
Q1 | $294K | Sell |
2,971
-6,244
| -68% | -$619K | ﹤0.01% | 607 |
|
|
2022
Q4 | $883K | Buy |
9,215
+2,465
| +37% | +$236K | 0.01% | 292 |
|
|
2022
Q3 | $648K | Buy |
6,750
+566
| +9% | +$54.3K | 0.01% | 338 |
|
|
2022
Q2 | $633K | Sell |
6,184
-500
| -7% | -$51.2K | 0.01% | 330 |
|
|
2022
Q1 | $718K | Hold |
6,684
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $769K | Hold |
6,684
| – | – | 0.01% | 304 |
|
|
2021
Q3 | $770K | Hold |
6,684
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $772K | Sell |
6,684
-396
| -6% | -$45.7K | 0.01% | 284 |
|
|
2021
Q1 | $800K | Buy |
7,080
+185
| +3% | +$20.9K | 0.01% | 249 |
|
|
2020
Q4 | $827K | Hold |
6,895
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $840K | Hold |
6,895
| – | – | 0.01% | 190 |
|
|
2020
Q2 | $840K | Sell |
6,895
-1,041
| -13% | -$127K | 0.01% | 180 |
|
|
2020
Q1 | $964K | Hold |
7,936
| – | – | 0.02% | 138 |
|
|
2019
Q4 | $875K | Hold |
7,936
| – | – | 0.01% | 185 |
|
|
2019
Q3 | $893K | Sell |
7,936
-800
| -9% | -$90K | 0.01% | 178 |
|
|
2019
Q2 | $961K | Hold |
8,736
| – | – | 0.02% | 168 |
|
|
2019
Q1 | $932K | Buy |
+8,736
| New | +$932K | 0.02% | 169 |
|