Horizon Investments’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 | $8.82M | Buy |
92,665
+16,854
| +22% | +$1.6M | 0.14% | 115 |
|
|
2025
Q1 | $7.18M | Buy |
75,811
+73,953
| +3,980% | +$7.01M | 0.21% | 56 |
|
|
2024
Q4 | $171K | Buy |
1,858
+217
| +13% | +$20K | ﹤0.01% | 560 |
|
|
2024
Q3 | $160K | Hold |
1,641
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $153K | Hold |
1,641
| – | – | ﹤0.01% | 588 |
|
|
2024
Q1 | $154K | Buy |
1,641
+1
| +0.1% | +$94 | ﹤0.01% | 588 |
|
|
2023
Q4 | $158K | Sell |
1,640
-12
| -0.7% | -$1.15K | ﹤0.01% | 575 |
|
|
2023
Q3 | $150K | Buy |
1,652
+319
| +24% | +$29.1K | ﹤0.01% | 568 |
|
|
2023
Q2 | $128K | Sell |
1,333
-638
| -32% | -$61.3K | ﹤0.01% | 592 |
|
|
2023
Q1 | $195K | Buy |
+1,971
| New | +$195K | 0.01% | 521 |
|
|
2022
Q4 | – | Sell |
-406,354
| Closed | -$38.8M | – | 548 |
|
|
2022
Q3 | $38.8M | Buy |
406,354
+27,777
| +7% | +$2.66M | 1.19% | 18 |
|
|
2022
Q2 | $38.6M | Sell |
378,577
-261,665
| -41% | -$26.7M | 1.22% | 19 |
|
|
2022
Q1 | $68.6M | Buy |
640,242
+358,417
| +127% | +$38.4M | 1.95% | 13 |
|
|
2021
Q4 | $32.4M | Buy |
+281,825
| New | +$32.4M | 0.96% | 23 |
|
|
2021
Q3 | – | Sell |
-9,446
| Closed | -$1.09M | – | 490 |
|
|
2021
Q2 | $1.09M | Sell |
9,446
-405,927
| -98% | -$46.8M | 0.03% | 205 |
|
|
2021
Q1 | $46.9M | Buy |
+415,373
| New | +$46.9M | 1.72% | 17 |
|
|
2020
Q3 | – | Sell |
-7,408
| Closed | -$901K | – | 417 |
|
|
2020
Q2 | $901K | Sell |
7,408
-152,344
| -95% | -$18.5M | 0.02% | 256 |
|
|
2020
Q1 | $19.4M | Sell |
159,752
-112,210
| -41% | -$13.6M | 0.95% | 16 |
|
|
2019
Q4 | $30M | Sell |
271,962
-10,048
| -4% | -$1.11M | 1.31% | 13 |
|
|
2019
Q3 | $31.6M | Sell |
282,010
-260,396
| -48% | -$29.2M | 1.28% | 15 |
|
|
2019
Q2 | $59.7M | Buy |
542,406
+21,003
| +4% | +$2.31M | 1.66% | 9 |
|
|
2019
Q1 | $55.4M | Buy |
+521,403
| New | +$55.4M | 1.97% | 14 |
|
|
2018
Q1 | – | Sell |
-385,997
| Closed | -$41M | – | 207 |
|
|
2017
Q4 | $41M | Buy |
385,997
+19,740
| +5% | +$2.1M | 2.56% | 11 |
|
|
2017
Q3 | $38.9M | Buy |
366,257
+173,499
| +90% | +$18.4M | 2.23% | 11 |
|
|
2017
Q2 | $20.5M | Sell |
192,758
-7,429
| -4% | -$789K | 1.22% | 21 |
|
|
2017
Q1 | $21.1M | Buy |
200,187
+11,032
| +6% | +$1.16M | 1.4% | 21 |
|
|
2016
Q4 | $19.8M | Buy |
+189,155
| New | +$19.8M | 1.37% | 13 |
|
|
2016
Q3 | – | Sell |
-6,064
| Closed | -$685K | – | 128 |
|
|
2016
Q2 | $685K | Sell |
6,064
-8,484
| -58% | -$958K | 0.05% | 69 |
|
|
2016
Q1 | $1.61M | Buy |
14,548
+10,976
| +307% | +$1.21M | 0.13% | 48 |
|
|
2015
Q4 | $377K | Buy |
3,572
+318
| +10% | +$33.6K | 0.03% | 72 |
|
|
2015
Q3 | $351K | Buy |
+3,254
| New | +$351K | 0.03% | 67 |
|
|
2014
Q3 | – | Sell |
-17,675
| Closed | -$1.83M | – | 126 |
|
|
2014
Q2 | $1.83M | Sell |
17,675
-151,313
| -90% | -$15.7M | 0.22% | 51 |
|
|
2014
Q1 | $17.2M | Sell |
168,988
-95,977
| -36% | -$9.76M | 2.23% | 10 |
|
|
2013
Q4 | $26.3M | Buy |
264,965
+210,986
| +391% | +$20.9M | 4% | 6 |
|
|
2013
Q3 | $5.51M | Buy |
+53,979
| New | +$5.51M | 1.28% | 10 |
|