Moloney Securities 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 | $413K | Buy |
+4,313
| New | +$413K | 0.05% | 299 |
|
2023
Q3 | – | Sell |
-119,306
| Closed | -$11.5M | – | 441 |
|
2023
Q2 | $11.5M | Buy |
119,306
+77,832
| +188% | +$7.52M | 2.04% | 5 |
|
2023
Q1 | $4.11M | Sell |
41,474
-3,117
| -7% | -$309K | 0.77% | 20 |
|
2022
Q4 | $4.27M | Sell |
44,591
-1,557
| -3% | -$149K | 0.94% | 20 |
|
2022
Q3 | $4.43M | Sell |
46,148
-992
| -2% | -$95.2K | 1.07% | 15 |
|
2022
Q2 | $4.82M | Sell |
47,140
-262
| -0.6% | -$26.8K | 1.13% | 15 |
|
2022
Q1 | $5.09M | Sell |
47,402
-386,241
| -89% | -$41.5M | 0.99% | 16 |
|
2021
Q4 | $49.9M | Buy |
+433,643
| New | +$49.9M | 8.47% | 1 |
|
2018
Q1 | – | Sell |
-1,900
| Closed | -$201K | – | 303 |
|
2017
Q4 | $201K | Sell |
1,900
-251
| -12% | -$26.6K | 0.08% | 243 |
|
2017
Q3 | $229K | Sell |
2,151
-171
| -7% | -$18.2K | 0.1% | 228 |
|
2017
Q2 | $248K | Buy |
2,322
+69
| +3% | +$7.37K | 0.12% | 198 |
|
2017
Q1 | $238K | Buy |
2,253
+62
| +3% | +$6.55K | 0.12% | 204 |
|
2016
Q4 | $230K | Buy |
+2,191
| New | +$230K | 0.14% | 183 |
|