J.M. Forbes & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
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|
2025
Q1 | $273K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $473K | Sell |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $683K | Buy |
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|
2019
Q4 | $586K | Buy |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $571K | Sell |
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|
2017
Q4 | $595K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $594K | Buy |
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|
2017
Q1 | $569K | Sell |
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|
2016
Q4 | $567K | Sell |
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|
2016
Q3 | $608K | Buy |
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|
2016
Q2 | $573K | Buy |
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