Milestone Asset 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 | $1.23M | Buy |
+12,814
| New | +$1.23M | 0.26% | 70 |
|
|
2024
Q3 | – | Sell |
-8,533
| Closed | -$799K | – | 209 |
|
|
2024
Q2 | $799K | Buy |
8,533
+5,229
| +158% | +$490K | 0.2% | 96 |
|
|
2024
Q1 | $313K | Sell |
3,304
-952
| -22% | -$90.1K | 0.09% | 138 |
|
|
2023
Q4 | $410K | Buy |
4,256
+770
| +22% | +$74.2K | 0.14% | 46 |
|
|
2023
Q3 | $316K | Sell |
3,486
-366
| -10% | -$33.2K | 0.11% | 58 |
|
|
2023
Q2 | $372K | Buy |
3,852
+51
| +1% | +$4.93K | 0.16% | 40 |
|
|
2023
Q1 | $377K | Sell |
3,801
-900
| -19% | -$89.2K | 0.22% | 46 |
|
|
2022
Q4 | $465K | Buy |
+4,701
| New | +$465K | 0.28% | 34 |
|