L.M. Kohn & Company’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 | $331K | Sell |
3,454
-3,050
| -47% | -$292K | 0.09% | 183 |
|
|
2025
Q1 | $620K | Sell |
6,504
-123
| -2% | -$11.7K | 0.16% | 129 |
|
|
2024
Q4 | $613K | Sell |
6,627
-1,472
| -18% | -$136K | 0.16% | 123 |
|
|
2024
Q3 | $795K | Buy |
8,099
+2,069
| +34% | +$203K | 0.2% | 107 |
|
|
2024
Q2 | $565K | Sell |
6,030
-790
| -12% | -$74K | 0.15% | 134 |
|
|
2024
Q1 | $646K | Buy |
6,820
+1,497
| +28% | +$142K | 0.18% | 120 |
|
|
2023
Q4 | $513K | Buy |
5,323
+414
| +8% | +$39.9K | 0.16% | 126 |
|
|
2023
Q3 | $450K | Sell |
4,909
-2,240
| -31% | -$205K | 0.16% | 127 |
|
|
2023
Q2 | $691K | Sell |
7,149
-7,022
| -50% | -$678K | 0.26% | 90 |
|
|
2023
Q1 | $1.4M | Sell |
14,171
-2,047
| -13% | -$203K | 0.58% | 35 |
|
|
2022
Q4 | $1.55M | Buy |
16,218
+490
| +3% | +$46.9K | 0.73% | 26 |
|
|
2022
Q3 | $1.51M | Buy |
15,728
+1,654
| +12% | +$159K | 0.74% | 27 |
|
|
2022
Q2 | $1.44M | Sell |
14,074
-9,374
| -40% | -$959K | 0.67% | 31 |
|
|
2022
Q1 | $2.52M | Buy |
+23,448
| New | +$2.52M | 0.97% | 15 |
|