Leavell 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 | $5.41M | Sell |
56,469
-3,141
| -5% | -$301K | 0.24% | 102 |
|
|
2025
Q1 | $5.69M | Buy |
59,610
+3,953
| +7% | +$377K | 0.28% | 88 |
|
|
2024
Q4 | $5.15M | Buy |
55,657
+22,252
| +67% | +$2.06M | 0.25% | 93 |
|
|
2024
Q3 | $3.28M | Sell |
33,405
-4,195
| -11% | -$412K | 0.16% | 136 |
|
|
2024
Q2 | $3.52M | Buy |
37,600
+20,143
| +115% | +$1.89M | 0.19% | 118 |
|
|
2024
Q1 | $1.65M | Buy |
17,457
+278
| +2% | +$26.3K | 0.1% | 199 |
|
|
2023
Q4 | $1.66M | Sell |
17,179
-3,550
| -17% | -$342K | 0.11% | 184 |
|
|
2023
Q3 | $1.9M | Buy |
20,729
+1,353
| +7% | +$124K | 0.13% | 165 |
|
|
2023
Q2 | $1.87M | Buy |
19,376
+1,197
| +7% | +$116K | 0.13% | 163 |
|
|
2023
Q1 | $1.8M | Sell |
18,179
-2,648
| -13% | -$262K | 0.13% | 166 |
|
|
2022
Q4 | $2M | Sell |
20,827
-24,439
| -54% | -$2.34M | 0.15% | 149 |
|
|
2022
Q3 | $4.35M | Buy |
45,266
+35,160
| +348% | +$3.37M | 0.34% | 82 |
|
|
2022
Q2 | $1.03M | Buy |
+10,106
| New | +$1.03M | 0.08% | 224 |
|