Pinnacle 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 | $11M | Buy |
114,722
+4,374
| +4% | +$419K | 0.16% | 147 |
|
|
2025
Q1 | $10.5M | Buy |
110,348
+978
| +0.9% | +$93.3K | 0.15% | 149 |
|
|
2024
Q4 | $10.1M | Buy |
109,370
+20,302
| +23% | +$1.88M | 0.14% | 158 |
|
|
2024
Q3 | $8.59M | Sell |
89,068
-11,681
| -12% | -$1.13M | 0.15% | 169 |
|
|
2024
Q2 | $9.44M | Buy |
100,749
+3,379
| +3% | +$316K | 0.15% | 161 |
|
|
2024
Q1 | $9.22M | Buy |
97,370
+8,302
| +9% | +$786K | 0.15% | 174 |
|
|
2023
Q4 | $8.59M | Buy |
89,068
+16,393
| +23% | +$1.58M | 0.14% | 172 |
|
|
2023
Q3 | $6.66M | Buy |
72,675
+10,309
| +17% | +$944K | 0.12% | 188 |
|
|
2023
Q2 | $6.02M | Buy |
62,366
+12,049
| +24% | +$1.16M | 0.1% | 206 |
|
|
2023
Q1 | $4.99M | Buy |
50,317
+47,343
| +1,592% | +$4.69M | 0.1% | 207 |
|
|
2022
Q4 | $285K | Buy |
2,974
+260
| +10% | +$24.9K | 0.01% | 625 |
|
|
2022
Q3 | $261K | Sell |
2,714
-2,198
| -45% | -$211K | 0.01% | 634 |
|
|
2022
Q2 | $502K | Sell |
4,912
-20
| -0.4% | -$2.04K | 0.01% | 511 |
|
|
2022
Q1 | $530K | Sell |
4,932
-613
| -11% | -$65.9K | 0.01% | 546 |
|
|
2021
Q4 | $638K | Hold |
5,545
| – | – | 0.01% | 521 |
|
|
2021
Q3 | $639K | Buy |
5,545
+3,261
| +143% | +$376K | 0.01% | 514 |
|
|
2021
Q2 | $264K | Buy |
2,284
+195
| +9% | +$22.5K | ﹤0.01% | 675 |
|
|
2021
Q1 | $236K | Buy |
+2,089
| New | +$236K | ﹤0.01% | 673 |
|