INVST’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
Q1 | $502K | Sell |
5,267
-238
| -4% | -$22.7K | 0.07% | 218 |
|
|
2024
Q4 | $509K | Sell |
5,505
-205,549
| -97% | -$19M | 0.06% | 170 |
|
|
2024
Q3 | $20.7M | Buy |
211,054
+208,569
| +8,393% | +$20.5M | 2.51% | 11 |
|
|
2024
Q2 | $230K | Sell |
2,485
-336
| -12% | -$31.1K | 0.03% | 237 |
|
|
2024
Q1 | $264K | Sell |
2,821
-807
| -22% | -$75.5K | 0.03% | 202 |
|
|
2023
Q4 | $345K | Sell |
3,628
-50,513
| -93% | -$4.81M | 0.04% | 170 |
|
|
2023
Q3 | $4.96M | Buy |
54,141
+2,183
| +4% | +$200K | 0.72% | 33 |
|
|
2023
Q2 | $5.02M | Buy |
51,958
+132
| +0.3% | +$12.8K | 0.73% | 32 |
|
|
2023
Q1 | $5.13M | Buy |
51,826
+312
| +0.6% | +$30.9K | 0.79% | 31 |
|
|
2022
Q4 | $5.11M | Sell |
51,514
-3,509
| -6% | -$348K | 0.8% | 28 |
|
|
2022
Q3 | $5.21M | Sell |
55,023
-629
| -1% | -$59.5K | 0.89% | 27 |
|
|
2022
Q2 | $5.79M | Sell |
55,652
-2,189
| -4% | -$228K | 0.9% | 28 |
|
|
2022
Q1 | $5.89M | Sell |
57,841
-2,001
| -3% | -$204K | 0.97% | 28 |
|
|
2021
Q4 | $6.62M | Sell |
59,842
-1,504
| -2% | -$166K | 1.04% | 27 |
|
|
2021
Q3 | $7.07M | Sell |
61,346
-70,368
| -53% | -$8.11M | 1.12% | 28 |
|
|
2021
Q2 | $15.4M | Buy |
131,714
+6,762
| +5% | +$791K | 2.52% | 11 |
|
|
2021
Q1 | $14.2M | Buy |
124,952
+5,464
| +5% | +$623K | 2.46% | 11 |
|
|
2020
Q4 | $14.3M | Sell |
119,488
-135,512
| -53% | -$16.3M | 2.6% | 13 |
|
|
2020
Q3 | $31.1M | Sell |
255,000
-49,482
| -16% | -$6.03M | 7.24% | 1 |
|
|
2020
Q2 | $37M | Buy |
304,482
+226,318
| +290% | +$27.5M | 10.99% | 1 |
|
|
2020
Q1 | $9.52M | Buy |
78,164
+16,582
| +27% | +$2.02M | 3.95% | 6 |
|
|
2019
Q4 | $6.79M | Buy |
61,582
+22,453
| +57% | +$2.47M | 2.55% | 18 |
|
|
2019
Q3 | $4.41M | Buy |
39,129
+13,817
| +55% | +$1.56M | 1.98% | 18 |
|
|
2019
Q2 | $2.78M | Buy |
25,312
+1,291
| +5% | +$142K | 1.43% | 21 |
|
|
2019
Q1 | $2.54M | Buy |
+24,021
| New | +$2.54M | 1.27% | 22 |
|