Kinloch Capital’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 | $508K | Sell |
5,301
-192
| -3% | -$18.4K | 0.24% | 55 |
|
|
2025
Q1 | $524K | Hold |
5,493
| – | – | 0.25% | 56 |
|
|
2024
Q4 | $508K | Buy |
5,493
+669
| +14% | +$61.8K | 0.25% | 55 |
|
|
2024
Q3 | $473K | Sell |
4,824
-278
| -5% | -$27.3K | 0.23% | 62 |
|
|
2024
Q2 | $478K | Buy |
5,102
+278
| +6% | +$26K | 0.25% | 56 |
|
|
2024
Q1 | $457K | Buy |
4,824
+751
| +18% | +$71.1K | 0.23% | 54 |
|
|
2023
Q4 | $393K | Hold |
4,073
| – | – | 0.25% | 51 |
|
|
2023
Q3 | $373K | Buy |
+4,073
| New | +$373K | 0.23% | 54 |
|
|
2023
Q2 | – | Sell |
-3,649
| Closed | -$362K | – | 66 |
|
|
2023
Q1 | $362K | Hold |
3,649
| – | – | 0.21% | 49 |
|
|
2022
Q4 | $350K | Hold |
3,649
| – | – | 0.2% | 48 |
|
|
2022
Q3 | $350K | Sell |
3,649
-128
| -3% | -$12.3K | 0.23% | 53 |
|
|
2022
Q2 | $386K | Hold |
3,777
| – | – | 0.25% | 51 |
|
|
2022
Q1 | $406K | Hold |
3,777
| – | – | 0.24% | 54 |
|
|
2021
Q4 | $434K | Sell |
3,777
-109
| -3% | -$12.5K | 0.27% | 53 |
|
|
2021
Q3 | $448K | Buy |
3,886
+741
| +24% | +$85.4K | 0.32% | 50 |
|
|
2021
Q2 | $363K | Buy |
+3,145
| New | +$363K | 0.26% | 54 |
|
|
2021
Q1 | – | Sell |
-2,665
| Closed | -$320K | – | 123 |
|
|
2020
Q4 | $320K | Buy |
+2,665
| New | +$320K | 0.27% | 55 |
|