Mutual Advisors’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 | $183M | Buy |
1,933,490
+196,393
| +11% | +$18.6M | 4.57% | 2 |
|
|
2025
Q1 | $165M | Buy |
1,737,097
+1,726,786
| +16,747% | +$164M | 4.73% | 2 |
|
|
2024
Q4 | $953K | Sell |
10,311
-26,217
| -72% | -$2.42M | 0.03% | 491 |
|
|
2024
Q3 | $3.47M | Sell |
36,528
-6,658
| -15% | -$633K | 0.1% | 182 |
|
|
2024
Q2 | $4.11M | Sell |
43,186
-26,547
| -38% | -$2.53M | 0.12% | 162 |
|
|
2024
Q1 | $6.6M | Buy |
69,733
+12,771
| +22% | +$1.21M | 0.21% | 94 |
|
|
2023
Q4 | $5.49M | Sell |
56,962
-1,130,219
| -95% | -$109M | 0.19% | 114 |
|
|
2023
Q3 | $109M | Buy |
1,187,181
+330,076
| +39% | +$30.2M | 4.24% | 2 |
|
|
2023
Q2 | $82.8M | Buy |
857,105
+63,286
| +8% | +$6.11M | 3.14% | 5 |
|
|
2023
Q1 | $78.7M | Buy |
793,819
+6,136
| +0.8% | +$608K | 3.23% | 5 |
|
|
2022
Q4 | $75.4M | Buy |
787,683
+87,876
| +13% | +$8.42M | 3.38% | 3 |
|
|
2022
Q3 | $67.2M | Buy |
699,807
+660,254
| +1,669% | +$63.4M | 3.46% | 3 |
|
|
2022
Q2 | $4.05M | Sell |
39,553
-43,515
| -52% | -$4.45M | 0.27% | 85 |
|
|
2022
Q1 | $8.93M | Buy |
83,068
+26,754
| +48% | +$2.88M | 0.5% | 30 |
|
|
2021
Q4 | $6.48M | Buy |
56,314
+52,654
| +1,439% | +$6.06M | 0.34% | 59 |
|
|
2021
Q3 | $422K | Sell |
3,660
-596
| -14% | -$68.7K | 0.03% | 598 |
|
|
2021
Q2 | $492K | Sell |
4,256
-1,615
| -28% | -$187K | 0.03% | 525 |
|
|
2021
Q1 | $663K | Sell |
5,871
-8,788
| -60% | -$992K | 0.05% | 420 |
|
|
2020
Q4 | $1.76M | Sell |
14,659
-5,432
| -27% | -$651K | 0.13% | 186 |
|
|
2020
Q3 | $2.45M | Buy |
20,091
+7,443
| +59% | +$907K | 0.21% | 111 |
|
|
2020
Q2 | $1.54M | Buy |
+12,648
| New | +$1.54M | 0.15% | 158 |
|
|
2020
Q1 | – | Sell |
-2,453
| Closed | -$270K | – | 601 |
|
|
2019
Q4 | $270K | Sell |
2,453
-3,183
| -56% | -$350K | 0.03% | 486 |
|
|
2019
Q3 | $634K | Buy |
5,636
+3,119
| +124% | +$351K | 0.08% | 269 |
|
|
2019
Q2 | $277K | Buy |
+2,517
| New | +$277K | 0.04% | 459 |
|