Middleton & Co’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 | $12.9M | Sell |
134,689
-2,730
| -2% | -$261K | 1.45% | 19 |
|
|
2025
Q1 | $13.1M | Sell |
137,419
-68
| -0% | -$6.49K | 1.53% | 22 |
|
|
2024
Q4 | $12.7M | Sell |
137,487
-19,246
| -12% | -$1.78M | 1.4% | 23 |
|
|
2024
Q3 | $15.4M | Buy |
156,733
+8,983
| +6% | +$881K | 1.7% | 19 |
|
|
2024
Q2 | $13.8M | Sell |
147,750
-6,343
| -4% | -$594K | 1.61% | 22 |
|
|
2024
Q1 | $14.6M | Buy |
154,093
+25,128
| +19% | +$2.38M | 1.68% | 20 |
|
|
2023
Q4 | $12.4M | Buy |
128,965
+1,825
| +1% | +$176K | 1.55% | 22 |
|
|
2023
Q3 | $11.6M | Buy |
127,140
+39,490
| +45% | +$3.62M | 1.61% | 20 |
|
|
2023
Q2 | $8.47M | Buy |
+87,650
| New | +$8.47M | 1.12% | 35 |
|