O'Shaughnessy 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 | $29.7M | Buy |
309,979
+28,539
| +10% | +$2.73M | 0.2% | 103 |
|
|
2025
Q1 | $26.8M | Buy |
281,440
+27,031
| +11% | +$2.58M | 0.22% | 102 |
|
|
2024
Q4 | $23.5M | Buy |
254,409
+5,586
| +2% | +$516K | 0.2% | 105 |
|
|
2024
Q3 | $23.8M | Buy |
248,823
+24,282
| +11% | +$2.32M | 0.21% | 100 |
|
|
2024
Q2 | $21M | Buy |
224,541
+67,009
| +43% | +$6.28M | 0.22% | 100 |
|
|
2024
Q1 | $14.9M | Buy |
157,532
+118,398
| +303% | +$11.2M | 0.17% | 135 |
|
|
2023
Q4 | $3.77M | Buy |
39,134
+9,533
| +32% | +$919K | 0.05% | 365 |
|
|
2023
Q3 | $2.71M | Buy |
29,601
+3,294
| +13% | +$302K | 0.04% | 411 |
|
|
2023
Q2 | $2.54M | Buy |
26,307
+1,488
| +6% | +$144K | 0.04% | 399 |
|
|
2023
Q1 | $2.46M | Sell |
24,819
-46,390
| -65% | -$4.6M | 0.04% | 403 |
|
|
2022
Q4 | $6.82M | Buy |
71,209
+22,142
| +45% | +$2.12M | 0.11% | 206 |
|
|
2022
Q3 | $4.71M | Buy |
49,067
+22,971
| +88% | +$2.21M | 0.09% | 245 |
|
|
2022
Q2 | $2.67M | Sell |
26,096
-20,455
| -44% | -$2.09M | 0.05% | 327 |
|
|
2022
Q1 | $5M | Buy |
46,551
+17,071
| +58% | +$1.83M | 0.08% | 251 |
|
|
2021
Q4 | $3.39M | Buy |
29,480
+4,802
| +19% | +$552K | 0.06% | 279 |
|
|
2021
Q3 | $2.84M | Buy |
24,678
+2,459
| +11% | +$283K | 0.06% | 263 |
|
|
2021
Q2 | $2.57M | Buy |
22,219
+7,371
| +50% | +$851K | 0.05% | 271 |
|
|
2021
Q1 | $1.68M | Buy |
14,848
+4,012
| +37% | +$453K | 0.04% | 295 |
|
|
2020
Q4 | $1.3M | Buy |
10,836
+93
| +0.9% | +$11.2K | 0.04% | 287 |
|
|
2020
Q3 | $1.31M | Buy |
10,743
+1,589
| +17% | +$194K | 0.04% | 247 |
|
|
2020
Q2 | $1.12M | Buy |
9,154
+3,587
| +64% | +$437K | 0.03% | 243 |
|
|
2020
Q1 | $676K | Buy |
5,567
+4,975
| +840% | +$604K | 0.02% | 258 |
|
|
2019
Q4 | $65K | Buy |
+592
| New | +$65K | ﹤0.01% | 901 |
|