Logan Capital 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
$45.4K Buy
474
+25
+6% +$2.39K ﹤0.01% 310
2025
Q1
$42.9K Buy
449
+22
+5% +$2.1K ﹤0.01% 346
2024
Q4
$39.5K Buy
427
+176
+70% +$16.3K ﹤0.01% 352
2024
Q3
$24.6K Buy
+251
New +$24.6K ﹤0.01% 369
2023
Q2
Sell
-3,619
Closed -$359K 495
2023
Q1
$359K Hold
3,619
0.02% 268
2022
Q4
$347K Buy
+3,619
New +$347K 0.02% 264