MJP Associates’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 |
-389,501
| Closed | -$37.1M | – | 238 |
|
|
2025
Q1 | $37.1M | Buy |
389,501
+23,867
| +7% | +$2.28M | 6.7% | 3 |
|
|
2024
Q4 | $33.8M | Buy |
365,634
+3,213
| +0.9% | +$297K | 6.07% | 4 |
|
|
2024
Q3 | $35.6M | Buy |
362,421
+14,361
| +4% | +$1.41M | 6.74% | 3 |
|
|
2024
Q2 | $32.6M | Sell |
348,060
-9,624
| -3% | -$901K | 6.78% | 3 |
|
|
2024
Q1 | $33.9M | Buy |
357,684
+38,161
| +12% | +$3.61M | 7.37% | 3 |
|
|
2023
Q4 | $30.8M | Sell |
319,523
-12,773
| -4% | -$1.23M | 8.21% | 4 |
|
|
2023
Q3 | $30.4M | Sell |
332,296
-2,523
| -0.8% | -$231K | 8.84% | 4 |
|
|
2023
Q2 | $32.3M | Buy |
334,819
+12,457
| +4% | +$1.2M | 10.58% | 3 |
|
|
2023
Q1 | $32M | Buy |
322,362
+6,758
| +2% | +$670K | 9.78% | 3 |
|
|
2022
Q4 | $30.2M | Buy |
315,604
+16,912
| +6% | +$1.62M | 8.81% | 3 |
|
|
2022
Q3 | $28.7M | Buy |
+298,692
| New | +$28.7M | 8.58% | 4 |
|