JT Stratford LLC’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 | $3.77M | Buy |
39,345
+2,626
| +7% | +$251K | 0.57% | 36 |
|
|
2025
Q1 | $3.5M | Buy |
36,719
+1,207
| +3% | +$115K | 0.62% | 30 |
|
|
2024
Q4 | $3.28M | Buy |
35,512
+19,869
| +127% | +$1.84M | 0.54% | 36 |
|
|
2024
Q3 | $1.53M | Buy |
15,643
+656
| +4% | +$64.4K | 0.26% | 89 |
|
|
2024
Q2 | $1.4M | Buy |
14,987
+1,856
| +14% | +$174K | 0.26% | 89 |
|
|
2024
Q1 | $1.24M | Buy |
13,131
+775
| +6% | +$73.4K | 0.25% | 107 |
|
|
2023
Q4 | $1.19M | Sell |
12,356
-135
| -1% | -$13K | 0.27% | 95 |
|
|
2023
Q3 | $1.14M | Sell |
12,491
-68
| -0.5% | -$6.23K | 0.3% | 95 |
|
|
2023
Q2 | $1.21M | Buy |
12,559
+251
| +2% | +$24.2K | 0.33% | 84 |
|
|
2023
Q1 | $1.22M | Buy |
12,308
+2,491
| +25% | +$247K | 0.35% | 78 |
|
|
2022
Q4 | $940K | Buy |
+9,817
| New | +$940K | 0.3% | 90 |
|
|
2021
Q3 | – | Sell |
-3,447
| Closed | -$398K | – | 218 |
|
|
2021
Q2 | $398K | Buy |
3,447
+140
| +4% | +$16.2K | 0.13% | 145 |
|
|
2021
Q1 | $373K | Buy |
3,307
+140
| +4% | +$15.8K | 0.13% | 144 |
|
|
2020
Q4 | $380K | Sell |
3,167
-173
| -5% | -$20.8K | 0.14% | 121 |
|
|
2020
Q3 | $407K | Sell |
3,340
-607
| -15% | -$74K | 0.18% | 104 |
|
|
2020
Q2 | $481K | Buy |
+3,947
| New | +$481K | 0.25% | 94 |
|