JIR
James Investment Research’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 | $5.52M | Sell |
57,608
-120
| -0.2% | -$11.5K | 0.66% | 40 |
|
|
2025
Q1 | $5.51M | Sell |
57,728
-381
| -0.7% | -$36.3K | 0.7% | 39 |
|
|
2024
Q4 | $5.37M | Sell |
58,109
-347
| -0.6% | -$32.1K | 0.64% | 41 |
|
|
2024
Q3 | $5.74M | Buy |
58,456
+10,121
| +21% | +$993K | 0.66% | 45 |
|
|
2024
Q2 | $4.53M | Buy |
48,335
+14,458
| +43% | +$1.35M | 0.54% | 54 |
|
|
2024
Q1 | $3.21M | Sell |
33,877
-787
| -2% | -$74.5K | 0.38% | 81 |
|
|
2023
Q4 | $3.34M | Sell |
34,664
-58,079
| -63% | -$5.6M | 0.42% | 72 |
|
|
2023
Q3 | $8.49M | Buy |
92,743
+314
| +0.3% | +$28.8K | 1.12% | 23 |
|
|
2023
Q2 | $8.93M | Buy |
92,429
+13,636
| +17% | +$1.32M | 1.14% | 23 |
|
|
2023
Q1 | $7.81M | Buy |
78,793
+37,045
| +89% | +$3.67M | 1.03% | 27 |
|
|
2022
Q4 | $4M | Sell |
41,748
-4,944
| -11% | -$474K | 0.56% | 61 |
|
|
2022
Q3 | $4.48M | Buy |
46,692
+4,926
| +12% | +$473K | 0.64% | 50 |
|
|
2022
Q2 | $4.27M | Buy |
41,766
+8,543
| +26% | +$874K | 0.57% | 52 |
|
|
2022
Q1 | $3.57M | Sell |
33,223
-839
| -2% | -$90.2K | 0.37% | 79 |
|
|
2021
Q4 | $3.92M | Sell |
34,062
-7,765
| -19% | -$893K | 0.36% | 80 |
|
|
2021
Q3 | $4.82M | Buy |
41,827
+10,121
| +32% | +$1.17M | 0.45% | 70 |
|
|
2021
Q2 | $3.66M | Sell |
31,706
-22,750
| -42% | -$2.63M | 0.31% | 90 |
|
|
2021
Q1 | $6.15M | Sell |
54,456
-83,418
| -61% | -$9.42M | 0.56% | 61 |
|
|
2020
Q4 | $16.5M | Sell |
137,874
-63,589
| -32% | -$7.63M | 1.49% | 11 |
|
|
2020
Q3 | $24.5M | Sell |
201,463
-31,188
| -13% | -$3.8M | 2.27% | 6 |
|
|
2020
Q2 | $28.4M | Buy |
232,651
+8,797
| +4% | +$1.07M | 2.65% | 4 |
|
|
2020
Q1 | $27.2M | Buy |
223,854
+8,347
| +4% | +$1.01M | 2.81% | 3 |
|
|
2019
Q4 | $23.8M | Sell |
215,507
-186,597
| -46% | -$20.6M | 1.66% | 11 |
|
|
2019
Q3 | $45.2M | Buy |
402,104
+76,436
| +23% | +$8.6M | 3.28% | 2 |
|
|
2019
Q2 | $35.8M | Sell |
325,668
-96,039
| -23% | -$10.6M | 2.6% | 3 |
|
|
2019
Q1 | $45M | Buy |
421,707
+6,058
| +1% | +$646K | 2.94% | 1 |
|
|
2018
Q4 | $43.3M | Buy |
415,649
+353,531
| +569% | +$36.8M | 2.7% | 1 |
|
|
2018
Q3 | $6.28M | Sell |
62,118
-11,270
| -15% | -$1.14M | 0.26% | 83 |
|
|
2018
Q2 | $7.52M | Sell |
73,388
-42,294
| -37% | -$4.34M | 0.29% | 77 |
|
|
2018
Q1 | $11.9M | Buy |
115,682
+21,373
| +23% | +$2.21M | 0.45% | 55 |
|
|
2017
Q4 | $9.96M | Sell |
94,309
-23,544
| -20% | -$2.49M | 0.34% | 71 |
|
|
2017
Q3 | $12.6M | Buy |
117,853
+17,724
| +18% | +$1.89M | 0.42% | 66 |
|
|
2017
Q2 | $10.7M | Sell |
100,129
-129,519
| -56% | -$13.8M | 0.33% | 88 |
|
|
2017
Q1 | $24.2M | Buy |
229,648
+147,866
| +181% | +$15.6M | 0.68% | 46 |
|
|
2016
Q4 | $8.57M | Sell |
81,782
-9,211
| -10% | -$966K | 0.22% | 136 |
|
|
2016
Q3 | $10.2M | Sell |
90,993
-17,902
| -16% | -$2M | 0.27% | 109 |
|
|
2016
Q2 | $12.3M | Sell |
108,895
-6,456
| -6% | -$729K | 0.31% | 99 |
|
|
2016
Q1 | $12.7M | Buy |
115,351
+7,148
| +7% | +$789K | 0.31% | 94 |
|
|
2015
Q4 | $11.4M | Buy |
108,203
+6,366
| +6% | +$672K | 0.28% | 101 |
|
|
2015
Q3 | $11M | Sell |
101,837
-46,383
| -31% | -$5M | 0.29% | 99 |
|
|
2015
Q2 | $15.6M | Buy |
+148,220
| New | +$15.6M | 0.36% | 89 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 84 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 75 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 47 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 38 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 45 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 85 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 59 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 22 |
|