Montag & 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 | $28.8K | Hold |
301
| – | – | ﹤0.01% | 642 |
|
|
2025
Q1 | $28.7K | Hold |
301
| – | – | ﹤0.01% | 683 |
|
|
2024
Q4 | $27.8K | Buy |
301
+160
| +113% | +$14.8K | ﹤0.01% | 684 |
|
|
2024
Q3 | $13.8K | Buy |
+141
| New | +$13.8K | ﹤0.01% | 771 |
|
|
2023
Q4 | – | Sell |
-738
| Closed | -$67.6K | – | 924 |
|
|
2023
Q3 | $67.6K | Sell |
738
-742
| -50% | -$68K | ﹤0.01% | 503 |
|
|
2023
Q2 | $143K | Buy |
+1,480
| New | +$143K | 0.01% | 433 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$34K | – | 873 |
|
|
2021
Q1 | $34K | Sell |
300
-1,395
| -82% | -$158K | ﹤0.01% | 600 |
|
|
2020
Q4 | $203K | Buy |
+1,695
| New | +$203K | 0.01% | 360 |
|