Keel Point’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 | $19.2M | Buy |
200,764
+81,268
| +68% | +$7.78M | 1.27% | 14 |
|
|
2025
Q1 | $11.4M | Buy |
119,496
+28,313
| +31% | +$2.7M | 0.88% | 21 |
|
|
2024
Q4 | $8.43M | Buy |
91,183
+3,837
| +4% | +$355K | 0.67% | 25 |
|
|
2024
Q3 | $8.57M | Buy |
87,346
+4,742
| +6% | +$465K | 0.71% | 26 |
|
|
2024
Q2 | $8.04M | Buy |
82,604
+17,022
| +26% | +$1.66M | 0.73% | 26 |
|
|
2024
Q1 | $6.21M | Buy |
65,582
+14,869
| +29% | +$1.41M | 0.64% | 27 |
|
|
2023
Q4 | $4.89M | Buy |
50,713
+14,538
| +40% | +$1.4M | 0.58% | 28 |
|
|
2023
Q3 | $3.31M | Sell |
36,175
-8,419
| -19% | -$771K | 0.45% | 49 |
|
|
2023
Q2 | $4.31M | Buy |
44,594
+2,842
| +7% | +$275K | 0.58% | 29 |
|
|
2023
Q1 | $4.14M | Buy |
41,752
+1,247
| +3% | +$124K | 0.6% | 31 |
|
|
2022
Q4 | $3.88M | Buy |
40,505
+3,198
| +9% | +$306K | 0.61% | 33 |
|
|
2022
Q3 | $3.58M | Buy |
37,307
+9,085
| +32% | +$872K | 0.61% | 34 |
|
|
2022
Q2 | $2.93M | Sell |
28,222
-1,031
| -4% | -$107K | 0.46% | 53 |
|
|
2022
Q1 | $3.14M | Sell |
29,253
-13,758
| -32% | -$1.48M | 0.47% | 53 |
|
|
2021
Q4 | $4.95M | Sell |
43,011
-4,244
| -9% | -$488K | 0.56% | 30 |
|
|
2021
Q3 | $5.45M | Sell |
47,255
-44,663
| -49% | -$5.15M | 0.7% | 31 |
|
|
2021
Q2 | $10.6M | Sell |
91,918
-75,480
| -45% | -$8.72M | 1.18% | 16 |
|
|
2021
Q1 | $18.9M | Sell |
167,398
-10,661
| -6% | -$1.2M | 1.84% | 9 |
|
|
2020
Q4 | $21.4M | Sell |
178,059
-92,656
| -34% | -$11.1M | 1.9% | 10 |
|
|
2020
Q3 | $33M | Buy |
270,715
+4,279
| +2% | +$521K | 2.99% | 7 |
|
|
2020
Q2 | $32.5M | Buy |
266,436
+33,219
| +14% | +$4.05M | 3.36% | 7 |
|
|
2020
Q1 | $28.3M | Buy |
233,217
+62,047
| +36% | +$7.54M | 3.66% | 5 |
|
|
2019
Q4 | $18.9M | Sell |
171,170
-21,026
| -11% | -$2.32M | 2.05% | 10 |
|
|
2019
Q3 | $21.6M | Buy |
192,196
+161,331
| +523% | +$18.1M | 2.64% | 6 |
|
|
2019
Q2 | $3.4M | Buy |
30,865
+5,847
| +23% | +$643K | 0.39% | 37 |
|
|
2019
Q1 | $2.67M | Buy |
25,018
+8,366
| +50% | +$893K | 0.31% | 35 |
|
|
2018
Q4 | $1.74M | Buy |
+16,652
| New | +$1.74M | 0.23% | 42 |
|