Pinnacle Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.5M Buy
2025
Q2
$11M Buy
2025
Q1
$10.5M Buy
2024
Q4
$10.1M Buy
2024
Q3
$8.59M Sell
2024
Q2
$9.44M Buy
2024
Q1
$9.22M Buy
2023
Q4
$8.59M Buy
2023
Q3
$6.66M Buy
2023
Q2
$6.02M Buy
2023
Q1
$4.99M Buy
2022
Q4
$285K Buy
2022
Q3
$261K Sell
2022
Q2
$502K Sell
2022
Q1
$530K Sell
2021
Q4
$638K Hold
2021
Q3
$639K Buy
2021
Q2
$264K Buy
2021
Q1
$236K Buy