LPL Financial’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 | $431M | Buy |
4,497,152
+120,561
| +3% | +$11.5M | 0.14% | 139 |
|
2025
Q1 | $417M | Buy |
4,376,591
+673,678
| +18% | +$64.2M | 0.16% | 130 |
|
2024
Q4 | $342M | Buy |
3,702,913
+171,084
| +5% | +$15.8M | 0.14% | 134 |
|
2024
Q3 | $347M | Buy |
3,531,829
+79,045
| +2% | +$7.76M | 0.15% | 126 |
|
2024
Q2 | $323M | Buy |
3,452,784
+517,532
| +18% | +$48.5M | 0.16% | 124 |
|
2024
Q1 | $278M | Buy |
2,935,252
+380,952
| +15% | +$36.1M | 0.15% | 133 |
|
2023
Q4 | $246M | Buy |
2,554,300
+639,072
| +33% | +$61.6M | 0.15% | 131 |
|
2023
Q3 | $175M | Buy |
1,915,228
+16,301
| +0.9% | +$1.49M | 0.12% | 150 |
|
2023
Q2 | $183M | Buy |
1,898,927
+73,909
| +4% | +$7.14M | 0.13% | 136 |
|
2023
Q1 | $181M | Sell |
1,825,018
-150,141
| -8% | -$14.9M | 0.14% | 132 |
|
2022
Q4 | $189M | Buy |
1,975,159
+243,786
| +14% | +$23.3M | 0.16% | 121 |
|
2022
Q3 | $166M | Buy |
1,731,373
+103,202
| +6% | +$9.91M | 0.16% | 123 |
|
2022
Q2 | $167M | Buy |
1,628,171
+79,112
| +5% | +$8.09M | 0.16% | 124 |
|
2022
Q1 | $166M | Buy |
1,549,059
+258,246
| +20% | +$27.8M | 0.14% | 135 |
|
2021
Q4 | $148M | Buy |
1,290,813
+330,842
| +34% | +$38M | 0.12% | 151 |
|
2021
Q3 | $111M | Sell |
959,971
-169,831
| -15% | -$19.6M | 0.1% | 179 |
|
2021
Q2 | $130M | Buy |
1,129,802
+84,324
| +8% | +$9.74M | 0.13% | 143 |
|
2021
Q1 | $118M | Sell |
1,045,478
-232,980
| -18% | -$26.3M | 0.14% | 141 |
|
2020
Q4 | $153M | Buy |
1,278,458
+127,242
| +11% | +$15.3M | 0.2% | 101 |
|
2020
Q3 | $140M | Sell |
1,151,216
-17,034
| -1% | -$2.08M | 0.22% | 93 |
|
2020
Q2 | $142M | Buy |
1,168,250
+286,753
| +33% | +$34.9M | 0.25% | 79 |
|
2020
Q1 | $107M | Buy |
881,497
+23,832
| +3% | +$2.9M | 0.23% | 85 |
|
2019
Q4 | $94.5M | Buy |
857,665
+37,740
| +5% | +$4.16M | 0.17% | 113 |
|
2019
Q3 | $92.2M | Buy |
819,925
+99,751
| +14% | +$11.2M | 0.19% | 104 |
|
2019
Q2 | $79.2M | Buy |
720,174
+202,428
| +39% | +$22.3M | 0.17% | 114 |
|
2019
Q1 | $55.2M | Buy |
517,746
+51,266
| +11% | +$5.47M | 0.13% | 147 |
|
2018
Q4 | $48.6M | Sell |
466,480
-36,199
| -7% | -$3.77M | 0.13% | 144 |
|
2018
Q3 | $50.9M | Sell |
502,679
-76,419
| -13% | -$7.73M | 0.12% | 150 |
|
2018
Q2 | $59.4M | Sell |
579,098
-16,774
| -3% | -$1.72M | 0.16% | 121 |
|
2018
Q1 | $61.5M | Sell |
595,872
-372,390
| -38% | -$38.4M | 0.17% | 113 |
|
2017
Q4 | $102M | Buy |
968,262
+204,398
| +27% | +$21.6M | 0.31% | 60 |
|
2017
Q3 | $81.4M | Buy |
763,864
+40,494
| +6% | +$4.31M | 0.29% | 70 |
|
2017
Q2 | $77.1M | Buy |
723,370
+241,456
| +50% | +$25.7M | 0.29% | 74 |
|
2017
Q1 | $51.1M | Buy |
481,914
+54,482
| +13% | +$5.77M | 0.35% | 41 |
|
2016
Q4 | $44.8M | Sell |
427,432
-51,629
| -11% | -$5.41M | 0.34% | 45 |
|
2016
Q3 | $53.2M | Sell |
479,061
-94,749
| -17% | -$10.5M | 0.51% | 34 |
|
2016
Q2 | $65.3M | Sell |
573,810
-824,940
| -59% | -$93.8M | 0.55% | 28 |
|
2016
Q1 | $155M | Buy |
1,398,750
+459,849
| +49% | +$50.9M | 0.43% | 41 |
|
2015
Q4 | $99.5M | Buy |
938,901
+428,028
| +84% | +$45.4M | 0.28% | 73 |
|
2015
Q3 | $55M | Buy |
510,873
+183,219
| +56% | +$19.7M | 0.3% | 71 |
|
2015
Q2 | $34.5M | Sell |
327,654
-174,783
| -35% | -$18.4M | 0.18% | 122 |
|
2015
Q1 | $54.6M | Buy |
502,437
+130,433
| +35% | +$14.2M | 0.28% | 76 |
|
2014
Q4 | $39.4M | Buy |
372,004
+186,090
| +100% | +$19.7M | 0.22% | 93 |
|
2014
Q3 | $19.4M | Buy |
185,914
+61,492
| +49% | +$6.41M | 0.12% | 171 |
|
2014
Q2 | $12.9M | Buy |
124,422
+11,906
| +11% | +$1.23M | 0.08% | 236 |
|
2014
Q1 | $11.4M | Buy |
112,516
+31,764
| +39% | +$3.23M | 0.07% | 245 |
|
2013
Q4 | $8.01M | Sell |
80,752
-193,101
| -71% | -$19.2M | 0.05% | 309 |
|
2013
Q3 | $27.7M | Buy |
273,853
+184,918
| +208% | +$18.7M | 0.18% | 112 |
|
2013
Q2 | $9.12M | Buy |
+88,935
| New | +$9.12M | 0.07% | 245 |
|