Karpus Investment Management’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 | $30.1M | Sell |
313,969
-105,318
| -25% | -$10.1M | 0.97% | 25 |
|
|
2025
Q1 | $40M | Buy |
419,287
+3,111
| +0.7% | +$297K | 1.3% | 21 |
|
|
2024
Q4 | $38.5M | Buy |
416,176
+223,776
| +116% | +$20.7M | 1.14% | 23 |
|
|
2024
Q3 | $18.9M | Buy |
192,400
+178,215
| +1,256% | +$17.5M | 0.52% | 47 |
|
|
2024
Q2 | $1.33M | Sell |
14,185
-235
| -2% | -$22K | 0.04% | 183 |
|
|
2024
Q1 | $1.36M | Sell |
14,420
-7,645
| -35% | -$724K | 0.04% | 186 |
|
|
2023
Q4 | $2.13M | Buy |
22,065
+295
| +1% | +$28.4K | 0.06% | 163 |
|
|
2023
Q3 | $1.99M | Sell |
21,770
-1,500
| -6% | -$137K | 0.07% | 173 |
|
|
2023
Q2 | $2.25M | Sell |
23,270
-300
| -1% | -$29K | 0.07% | 177 |
|
|
2023
Q1 | $2.34M | Sell |
23,570
-73,462
| -76% | -$7.28M | 0.07% | 191 |
|
|
2022
Q4 | $9.29M | Buy |
+97,032
| New | +$9.29M | 0.31% | 70 |
|