Lewis Asset 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 | $1.25M | Sell |
13,017
-5,506
| -30% | -$527K | 0.59% | 41 |
|
|
2025
Q1 | $1.77M | Sell |
18,523
-1,486
| -7% | -$142K | 1.46% | 14 |
|
|
2024
Q4 | $1.85M | Sell |
20,009
-627
| -3% | -$58K | 1.41% | 16 |
|
|
2024
Q3 | $2.02M | Buy |
20,636
+1,206
| +6% | +$118K | 1.48% | 14 |
|
|
2024
Q2 | $1.82M | Sell |
19,430
-1,596
| -8% | -$149K | 1.39% | 14 |
|
|
2024
Q1 | $1.99M | Buy |
21,026
+1,315
| +7% | +$124K | 1.64% | 13 |
|
|
2023
Q4 | $1.9M | Buy |
+19,711
| New | +$1.9M | 1.75% | 14 |
|