Kovitz Investment Group Partners’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 | $123M | Sell |
1,285,818
-85,093
| -6% | -$8.15M | 0.53% | 46 |
|
|
2025
Q1 | $131M | Buy |
1,370,911
+64,467
| +5% | +$6.15M | 0.66% | 37 |
|
|
2024
Q4 | $121M | Buy |
1,306,444
+159,727
| +14% | +$14.8M | 0.59% | 44 |
|
|
2024
Q3 | $112M | Buy |
1,146,717
+984,731
| +608% | +$96.5M | 0.8% | 29 |
|
|
2024
Q2 | $15.2M | Buy |
161,986
+139,925
| +634% | +$13.1M | 0.13% | 118 |
|
|
2024
Q1 | $2.09M | Buy |
+22,061
| New | +$2.09M | 0.03% | 292 |
|