Harbor Investment Advisory’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 | $623K | Hold |
6,504
| – | – | 0.06% | 236 |
|
|
2025
Q1 | $620K | Buy |
6,504
+5,293
| +437% | +$505K | 0.06% | 227 |
|
|
2024
Q4 | $112K | Sell |
1,211
-1,742
| -59% | -$161K | 0.01% | 433 |
|
|
2024
Q3 | $290K | Hold |
2,953
| – | – | 0.03% | 294 |
|
|
2024
Q2 | $277K | Hold |
2,953
| – | – | 0.03% | 292 |
|
|
2024
Q1 | $280K | Buy |
2,953
+1,211
| +70% | +$115K | 0.03% | 291 |
|
|
2023
Q4 | $168K | Buy |
1,742
+1,106
| +174% | +$107K | 0.02% | 351 |
|
|
2023
Q3 | $58.3K | Buy |
+636
| New | +$58.3K | 0.01% | 517 |
|
|
2022
Q3 | – | Sell |
-115
| Closed | -$12K | – | 1352 |
|
|
2022
Q2 | $12K | Hold |
115
| – | – | ﹤0.01% | 994 |
|
|
2022
Q1 | $12K | Hold |
115
| – | – | ﹤0.01% | 1028 |
|
|
2021
Q4 | $13K | Sell |
115
-4
| -3% | -$452 | ﹤0.01% | 1009 |
|
|
2021
Q3 | $14K | Hold |
119
| – | – | ﹤0.01% | 998 |
|
|
2021
Q2 | $14K | Buy |
119
+29
| +32% | +$3.41K | ﹤0.01% | 955 |
|
|
2021
Q1 | $10K | Sell |
90
-1,443
| -94% | -$160K | ﹤0.01% | 978 |
|
|
2020
Q4 | $184K | Sell |
1,533
-269
| -15% | -$32.3K | 0.03% | 327 |
|
|
2020
Q3 | $220K | Buy |
1,802
+1,443
| +402% | +$176K | 0.04% | 261 |
|
|
2020
Q2 | $44K | Buy |
359
+90
| +33% | +$11K | 0.01% | 461 |
|
|
2020
Q1 | $33K | Hold |
269
| – | – | 0.01% | 472 |
|
|
2019
Q4 | $30K | Buy |
+269
| New | +$30K | 0.01% | 480 |
|