IFWM
Institute for Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+2,096
| New | +$201K | 0.02% | 542 |
|
|
2023
Q3 | – | Sell |
-2,696
| Closed | -$260K | – | 459 |
|
|
2023
Q2 | $260K | Sell |
2,696
-977
| -27% | -$94.4K | 0.04% | 385 |
|
|
2023
Q1 | $364K | Buy |
3,673
+150
| +4% | +$14.9K | 0.07% | 308 |
|
|
2022
Q4 | $337K | Buy |
+3,523
| New | +$337K | 0.07% | 324 |
|
|
2022
Q3 | – | Sell |
-2,014
| Closed | -$206K | – | 480 |
|
|
2022
Q2 | $206K | Sell |
2,014
-190
| -9% | -$19.4K | 0.04% | 481 |
|
|
2022
Q1 | $237K | Buy |
+2,204
| New | +$237K | 0.04% | 478 |
|
|
2021
Q4 | – | Sell |
-1,758
| Closed | -$203K | – | 494 |
|
|
2021
Q3 | $203K | Sell |
1,758
-10
| -0.6% | -$1.16K | 0.04% | 457 |
|
|
2021
Q2 | $204K | Hold |
1,768
| – | – | 0.04% | 461 |
|
|
2021
Q1 | $200K | Sell |
1,768
-470
| -21% | -$53.2K | 0.04% | 447 |
|
|
2020
Q4 | $268K | Sell |
2,238
-75
| -3% | -$8.98K | 0.05% | 366 |
|
|
2020
Q3 | $282K | Sell |
2,313
-20
| -0.9% | -$2.44K | 0.06% | 326 |
|
|
2020
Q2 | $284K | Buy |
2,333
+477
| +26% | +$58.1K | 0.07% | 330 |
|
|
2020
Q1 | $225K | Sell |
1,856
-1,868
| -50% | -$226K | 0.07% | 341 |
|
|
2019
Q4 | $410K | Buy |
+3,724
| New | +$410K | 0.09% | 290 |
|
|
2015
Q4 | $1.97M | Sell |
18,660
-3,006
| -14% | -$317K | 2.94% | 9 |
|
|
2015
Q3 | $2.34M | Buy |
21,666
+2,651
| +14% | +$286K | 4.44% | 9 |
|
|
2015
Q2 | $2M | Buy |
19,015
+593
| +3% | +$62.3K | 2.58% | 16 |
|
|
2015
Q1 | $2M | Sell |
18,422
-1,739
| -9% | -$189K | 2.2% | 13 |
|
|
2014
Q4 | $2.14M | Sell |
20,161
-10,406
| -34% | -$1.1M | 2.25% | 15 |
|
|
2014
Q3 | $3.17M | Sell |
30,567
-5,985
| -16% | -$621K | 3.02% | 10 |
|
|
2014
Q2 | $3.79M | Buy |
36,552
+34,446
| +1,636% | +$3.57M | 3.28% | 9 |
|
|
2014
Q1 | $214K | Buy |
+2,106
| New | +$214K | 0.18% | 35 |
|
|
2013
Q4 | – | Sell |
-5,386
| Closed | -$550K | – | 75 |
|
|
2013
Q3 | $550K | Buy |
5,386
+5,113
| +1,873% | +$522K | 0.38% | 33 |
|
|
2013
Q2 | $28K | Buy |
+273
| New | +$28K | 0.02% | 63 |
|