Meridian 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
$9.68M Buy
101,972
+25,149
+33% +$2.39M 2.65% 9
2025
Q1
$7.33M Buy
76,823
+5,393
+8% +$514K 2.27% 13
2024
Q4
$6.6M Buy
71,430
+5,577
+8% +$516K 1.74% 18
2024
Q3
$6.46M Buy
65,853
+11,819
+22% +$1.16M 1.64% 17
2024
Q2
$5.06M Buy
54,034
+11,376
+27% +$1.07M 1.39% 19
2024
Q1
$4.04M Buy
42,658
+1,532
+4% +$145K 1.1% 28
2023
Q4
$3.89M Buy
+41,126
New +$3.89M 1.11% 26
2021
Q2
Sell
-81,206
Closed -$9.17M 81
2021
Q1
$9.17M Sell
81,206
-6,774
-8% -$765K 2.85% 8
2020
Q4
$10.6M Buy
87,980
+803
+0.9% +$96.3K 3.39% 8
2020
Q3
$10.6M Sell
87,177
-216
-0.2% -$26.3K 3.95% 7
2020
Q2
$10.7M Sell
87,393
-16,656
-16% -$2.03M 4.36% 7
2020
Q1
$12.6M Sell
104,049
-14,273
-12% -$1.73M 6.09% 5
2019
Q4
$13M Buy
118,322
+16,234
+16% +$1.79M 5.23% 5
2019
Q3
$11.5M Buy
+102,088
New +$11.5M 5.13% 5