M Holdings Securities’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 | – | Sell |
-49,833
| Closed | -$4.75M | – | 176 |
|
|
2025
Q1 | $4.75M | Buy |
49,833
+16,024
| +47% | +$1.53M | 0.79% | 30 |
|
|
2024
Q4 | $3.13M | Buy |
+33,809
| New | +$3.13M | 0.5% | 44 |
|
|
2023
Q1 | – | Sell |
-125,972
| Closed | -$12.1M | – | 400 |
|
|
2022
Q4 | $12.1M | Sell |
125,972
-1,928
| -2% | -$185K | 1.27% | 15 |
|
|
2022
Q3 | $12.3M | Buy |
127,900
+1,414
| +1% | +$136K | 1.36% | 15 |
|
|
2022
Q2 | $12.9M | Buy |
126,486
+18,860
| +18% | +$1.93M | 1.31% | 17 |
|
|
2022
Q1 | $11.6M | Buy |
+107,626
| New | +$11.6M | 0.88% | 28 |
|
|
2021
Q2 | $10.1M | Buy |
87,109
+11,904
| +16% | +$1.37M | 0.98% | 26 |
|
|
2021
Q1 | $8.49M | Buy |
75,205
+8,201
| +12% | +$926K | 0.77% | 24 |
|
|
2020
Q4 | $8.04M | Buy |
67,004
+18,211
| +37% | +$2.18M | 1.03% | 24 |
|
|
2020
Q3 | $5.94M | Buy |
48,793
+11,601
| +31% | +$1.41M | 0.95% | 26 |
|
|
2020
Q2 | $4.53M | Sell |
37,192
-1,612
| -4% | -$196K | 0.81% | 31 |
|
|
2020
Q1 | $4.71M | Buy |
+38,804
| New | +$4.71M | 0.7% | 36 |
|
|
2017
Q4 | – | Sell |
-1,950
| Closed | -$208K | – | 321 |
|
|
2017
Q3 | $208K | Sell |
1,950
-34
| -2% | -$3.63K | 0.07% | 292 |
|
|
2017
Q2 | $212K | Buy |
+1,984
| New | +$212K | 0.07% | 278 |
|