Orion Portfolio Solutions’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
Q1 | $3.18M | Buy |
33,336
+24,863
| +293% | +$2.37M | 0.03% | 504 |
|
|
2024
Q4 | $783K | Sell |
8,473
-139,955
| -94% | -$12.9M | 0.01% | 1169 |
|
|
2024
Q3 | $14.6M | Buy |
148,428
+22,228
| +18% | +$2.18M | 0.15% | 138 |
|
|
2024
Q2 | $11.8M | Buy |
126,200
+18,649
| +17% | +$1.75M | 0.12% | 154 |
|
|
2024
Q1 | $10.2M | Buy |
107,551
+29,218
| +37% | +$2.77M | 0.11% | 195 |
|
|
2023
Q4 | $7.49M | Buy |
78,333
+37,928
| +94% | +$3.63M | 0.09% | 225 |
|
|
2023
Q3 | $3.7M | Buy |
40,405
+18,353
| +83% | +$1.68M | 0.04% | 375 |
|
|
2023
Q2 | $2.13M | Buy |
22,052
+2,153
| +11% | +$208K | 0.02% | 624 |
|
|
2023
Q1 | $1.97M | Buy |
19,899
+10,422
| +110% | +$1.03M | 0.02% | 596 |
|
|
2022
Q4 | $908K | Sell |
9,477
-1,847
| -16% | -$177K | 0.03% | 335 |
|
|
2022
Q3 | $1.09M | Sell |
11,324
-299
| -3% | -$28.7K | 0.04% | 242 |
|
|
2022
Q2 | $1.19M | Buy |
+11,623
| New | +$1.19M | 0.05% | 228 |
|
|
2021
Q2 | – | Sell |
-5,767
| Closed | -$651K | – | 622 |
|
|
2021
Q1 | $651K | Sell |
5,767
-227
| -4% | -$25.6K | 0.03% | 272 |
|
|
2020
Q4 | $719K | Sell |
5,994
-1,158
| -16% | -$139K | 0.03% | 238 |
|
|
2020
Q3 | $871K | Sell |
7,152
-17,627
| -71% | -$2.15M | 0.05% | 197 |
|
|
2020
Q2 | $3.02M | Sell |
24,779
-14,083
| -36% | -$1.72M | 0.16% | 86 |
|
|
2020
Q1 | $4.72M | Buy |
38,862
+15,136
| +64% | +$1.84M | 0.32% | 44 |
|
|
2019
Q4 | $2.62M | Buy |
+23,726
| New | +$2.62M | 0.21% | 75 |
|