McElhenny Sheffield 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 | $405K | Sell |
4,228
-575,446
| -99% | -$55.1M | 0.11% | 71 |
|
|
2025
Q1 | $55.3M | Buy |
+579,674
| New | +$55.3M | 20.72% | 2 |
|
|
2023
Q2 | – | Sell |
-10,357
| Closed | -$1.03M | – | 98 |
|
|
2023
Q1 | $1.03M | Sell |
10,357
-3,655
| -26% | -$362K | 0.54% | 27 |
|
|
2022
Q4 | $1.34M | Sell |
14,012
-1,747
| -11% | -$167K | 0.62% | 17 |
|
|
2022
Q3 | $1.51M | Sell |
15,759
-545
| -3% | -$52.3K | 1.15% | 10 |
|
|
2022
Q2 | $1.67M | Sell |
16,304
-4,213
| -21% | -$431K | 0.78% | 10 |
|
|
2022
Q1 | $2.21M | Buy |
+20,517
| New | +$2.21M | 0.77% | 15 |
|
|
2021
Q4 | – | Sell |
-510,773
| Closed | -$58.9M | – | 129 |
|
|
2021
Q3 | $58.9M | Buy |
+510,773
| New | +$58.9M | 26.65% | 1 |
|