Peak 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
Q1 | – | Sell |
-2,650
| Closed | -$245K | – | 148 |
|
|
2024
Q4 | $245K | Buy |
+2,650
| New | +$245K | 0.05% | 133 |
|
|
2023
Q3 | – | Sell |
-2,415
| Closed | -$233K | – | 138 |
|
|
2023
Q2 | $233K | Sell |
2,415
-365
| -13% | -$35.3K | 0.05% | 130 |
|
|
2023
Q1 | $276K | Hold |
2,780
| – | – | 0.07% | 124 |
|
|
2022
Q4 | $266K | Hold |
2,780
| – | – | 0.07% | 119 |
|
|
2022
Q3 | $267K | Sell |
2,780
-120
| -4% | -$11.5K | 0.08% | 110 |
|
|
2022
Q2 | $297K | Sell |
2,900
-248
| -8% | -$25.4K | 0.08% | 107 |
|
|
2022
Q1 | $338K | Sell |
3,148
-57
| -2% | -$6.12K | 0.08% | 104 |
|
|
2021
Q4 | $369K | Sell |
3,205
-638
| -17% | -$73.5K | 0.09% | 107 |
|
|
2021
Q3 | $443K | Sell |
3,843
-1,500
| -28% | -$173K | 0.11% | 97 |
|
|
2021
Q2 | $617K | Sell |
5,343
-350
| -6% | -$40.4K | 0.15% | 87 |
|
|
2021
Q1 | $643K | Sell |
5,693
-55
| -1% | -$6.21K | 0.16% | 87 |
|
|
2020
Q4 | $689K | Buy |
5,748
+279
| +5% | +$33.4K | 0.18% | 74 |
|
|
2020
Q3 | $666K | Buy |
5,469
+318
| +6% | +$38.7K | 0.2% | 71 |
|
|
2020
Q2 | $628K | Buy |
5,151
+2,578
| +100% | +$314K | 0.2% | 68 |
|
|
2020
Q1 | $313K | Sell |
2,573
-600
| -19% | -$73K | 0.12% | 82 |
|
|
2019
Q4 | $350K | Buy |
3,173
+600
| +23% | +$66.2K | 0.11% | 90 |
|
|
2019
Q3 | $289K | Hold |
2,573
| – | – | 0.09% | 98 |
|
|
2019
Q2 | $283K | Hold |
2,573
| – | – | 0.09% | 105 |
|
|
2019
Q1 | $274K | Hold |
2,573
| – | – | 0.09% | 106 |
|
|
2018
Q4 | $268K | Hold |
2,573
| – | – | 0.1% | 102 |
|
|
2018
Q3 | $260K | Hold |
2,573
| – | – | 0.09% | 111 |
|
|
2018
Q2 | $264K | Hold |
2,573
| – | – | 0.1% | 107 |
|
|
2018
Q1 | $266K | Hold |
2,573
| – | – | 0.1% | 103 |
|
|
2017
Q4 | $272K | Sell |
2,573
-66
| -3% | -$6.98K | 0.1% | 106 |
|
|
2017
Q3 | $281K | Buy |
2,639
+66
| +3% | +$7.03K | 0.1% | 115 |
|
|
2017
Q2 | $274K | Sell |
2,573
-375
| -13% | -$39.9K | 0.1% | 112 |
|
|
2017
Q1 | $311K | Sell |
2,948
-155
| -5% | -$16.4K | 0.12% | 115 |
|
|
2016
Q4 | $325K | Buy |
3,103
+1,132
| +57% | +$119K | 0.13% | 109 |
|
|
2016
Q3 | $221K | Buy |
1,971
+201
| +11% | +$22.5K | 0.09% | 126 |
|
|
2016
Q2 | $200K | Buy |
+1,770
| New | +$200K | 0.09% | 128 |
|
|
2015
Q4 | – | Sell |
-2,482
| Closed | -$268K | – | 124 |
|
|
2015
Q3 | $268K | Buy |
2,482
+327
| +15% | +$35.3K | 0.14% | 95 |
|
|
2015
Q2 | $226K | Buy |
2,155
+275
| +15% | +$28.8K | 0.12% | 110 |
|
|
2015
Q1 | $203K | Sell |
1,880
-1,457
| -44% | -$157K | 0.1% | 112 |
|
|
2014
Q4 | $354K | Buy |
+3,337
| New | +$354K | 0.19% | 80 |
|