Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.6M | Buy |
187,669
+1,525
| +0.8% | +$143K | 2.69% | 6 |
|
|
2024
Q1 | $17.6M | Sell |
186,144
-35,598
| -16% | -$3.37M | 2.81% | 6 |
|
|
2023
Q4 | $21.4M | Buy |
+221,742
| New | +$21.4M | 3.52% | 6 |
|
|
2022
Q4 | – | Sell |
-126
| Closed | -$12K | – | 749 |
|
|
2022
Q3 | $12K | Hold |
126
| – | – | ﹤0.01% | 366 |
|
|
2022
Q2 | $13K | Hold |
126
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $14K | Hold |
126
| – | – | ﹤0.01% | 398 |
|
|
2021
Q4 | $14K | Sell |
126
-260
| -67% | -$28.9K | ﹤0.01% | 404 |
|
|
2021
Q3 | $44K | Sell |
386
-179
| -32% | -$20.4K | 0.01% | 347 |
|
|
2021
Q2 | $65K | Sell |
565
-598
| -51% | -$68.8K | 0.01% | 301 |
|
|
2021
Q1 | $131K | Buy |
1,163
+818
| +237% | +$92.1K | 0.03% | 232 |
|
|
2020
Q4 | $41K | Buy |
345
+126
| +58% | +$15K | 0.01% | 353 |
|
|
2020
Q3 | $27K | Sell |
219
-27
| -11% | -$3.33K | 0.01% | 361 |
|
|
2020
Q2 | $30K | Buy |
246
+138
| +128% | +$16.8K | 0.01% | 353 |
|
|
2020
Q1 | $13K | Sell |
108
-1,619
| -94% | -$195K | ﹤0.01% | 418 |
|
|
2019
Q4 | $190K | Buy |
1,727
+1,079
| +167% | +$119K | 0.04% | 172 |
|
|
2019
Q3 | $73K | Buy |
648
+540
| +500% | +$60.8K | 0.02% | 257 |
|
|
2019
Q2 | $12K | Hold |
108
| – | – | ﹤0.01% | 476 |
|
|
2019
Q1 | $12K | Hold |
108
| – | – | ﹤0.01% | 476 |
|
|
2018
Q4 | $11K | Hold |
108
| – | – | ﹤0.01% | 459 |
|
|
2018
Q3 | $11K | Hold |
108
| – | – | ﹤0.01% | 517 |
|
|
2018
Q2 | $11K | Hold |
108
| – | – | ﹤0.01% | 511 |
|
|
2018
Q1 | $11K | Buy |
+108
| New | +$11K | ﹤0.01% | 483 |
|
|
2016
Q2 | – | Sell |
-2,987
| Closed | -$315K | – | 124 |
|
|
2016
Q1 | $315K | Hold |
2,987
| – | – | 0.12% | 108 |
|
|
2015
Q4 | $315K | Buy |
+2,987
| New | +$315K | 0.12% | 108 |
|