Israel Discount Bank of New York’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 | $3.3M | Buy |
34,441
+979
| +3% | +$93.8K | 12.52% | 1 |
|
|
2025
Q1 | $3.19M | Sell |
33,462
-10,162
| -23% | -$969K | 2.45% | 4 |
|
|
2024
Q4 | $4.03M | Sell |
43,624
-4,470
| -9% | -$413K | 2.93% | 4 |
|
|
2024
Q3 | $4.72M | Buy |
48,094
+26,647
| +124% | +$2.61M | 7.02% | 2 |
|
|
2024
Q2 | $2.01M | Sell |
21,447
-9,891
| -32% | -$926K | 3.2% | 7 |
|
|
2024
Q1 | $2.97M | Sell |
31,338
-10,868
| -26% | -$1.03M | 3.7% | 6 |
|
|
2023
Q4 | $4.07M | Sell |
42,206
-1,642
| -4% | -$158K | 3.19% | 8 |
|
|
2023
Q3 | $4.02M | Buy |
43,848
+170
| +0.4% | +$15.6K | 3.34% | 8 |
|
|
2023
Q2 | $4.22M | Buy |
43,678
+2,621
| +6% | +$253K | 3.36% | 8 |
|
|
2023
Q1 | $4.07M | Buy |
41,057
+13,673
| +50% | +$1.36M | 3.06% | 8 |
|
|
2022
Q4 | $2.62M | Sell |
27,384
-813
| -3% | -$77.9K | 2.22% | 13 |
|
|
2022
Q3 | $2.71M | Buy |
28,197
+849
| +3% | +$81.5K | 2.24% | 11 |
|
|
2022
Q2 | $2.8M | Buy |
27,348
+237
| +0.9% | +$24.2K | 2.12% | 11 |
|
|
2022
Q1 | $2.91M | Buy |
27,111
+5,529
| +26% | +$594K | 1.91% | 15 |
|
|
2021
Q4 | $2.48M | Buy |
21,582
+4,575
| +27% | +$526K | 1.53% | 15 |
|
|
2021
Q3 | $1.96M | Buy |
+17,007
| New | +$1.96M | 1.33% | 17 |
|
|
2021
Q1 | $1.46M | Buy |
12,942
+3,900
| +43% | +$441K | 1.13% | 17 |
|
|
2020
Q4 | $1.09M | Buy |
+9,042
| New | +$1.09M | 0.79% | 24 |
|
|
2019
Q1 | – | Sell |
-97
| Closed | -$10K | – | 433 |
|
|
2018
Q4 | $10K | Buy |
+97
| New | +$10K | 0.01% | 370 |
|