Prime Capital Investment Advisors’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 | $42.5M | Buy |
443,464
+131,927
| +42% | +$12.6M | 0.56% | 44 |
|
2025
Q1 | $29.7M | Buy |
311,537
+237,723
| +322% | +$22.7M | 0.35% | 59 |
|
2024
Q4 | $6.82M | Sell |
73,814
-4,054
| -5% | -$375K | 0.1% | 146 |
|
2024
Q3 | $7.64M | Buy |
77,868
+5,339
| +7% | +$524K | 0.11% | 140 |
|
2024
Q2 | $6.79M | Sell |
72,529
-324,977
| -82% | -$30.4M | 0.1% | 148 |
|
2024
Q1 | $37.6M | Buy |
397,506
+49,888
| +14% | +$4.72M | 0.53% | 40 |
|
2023
Q4 | $33.5M | Sell |
347,618
-1,280,835
| -79% | -$123M | 0.51% | 43 |
|
2023
Q3 | $149M | Buy |
1,628,453
+604,490
| +59% | +$55.4M | 3.05% | 5 |
|
2023
Q2 | $98.9M | Buy |
1,023,963
+1,015,642
| +12,206% | +$98.1M | 1.95% | 9 |
|
2023
Q1 | $825K | Buy |
8,321
+1,445
| +21% | +$143K | 0.03% | 270 |
|
2022
Q4 | $659K | Sell |
6,876
-510
| -7% | -$48.8K | 0.03% | 291 |
|
2022
Q3 | $709K | Buy |
7,386
+2,292
| +45% | +$220K | 0.04% | 200 |
|
2022
Q2 | $521K | Buy |
+5,094
| New | +$521K | 0.03% | 227 |
|
2021
Q2 | – | Sell |
-1,873
| Closed | -$212K | – | 453 |
|
2021
Q1 | $212K | Sell |
1,873
-87
| -4% | -$9.85K | 0.02% | 240 |
|
2020
Q4 | $235K | Sell |
1,960
-17,247
| -90% | -$2.07M | 0.02% | 226 |
|
2020
Q3 | $2.34M | Sell |
19,207
-121
| -0.6% | -$14.7K | 0.2% | 94 |
|
2020
Q2 | $2.36M | Buy |
19,328
+11,663
| +152% | +$1.42M | 0.22% | 89 |
|
2020
Q1 | $931K | Sell |
7,665
-18,233
| -70% | -$2.21M | 0.11% | 117 |
|
2019
Q4 | $2.85M | Buy |
25,898
+18,352
| +243% | +$2.02M | 0.33% | 75 |
|
2019
Q3 | $849K | Buy |
7,546
+1,465
| +24% | +$165K | 0.13% | 129 |
|
2019
Q2 | $669K | Buy |
+6,081
| New | +$669K | 0.12% | 131 |
|