RWM
Ritholtz Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Buy |
148,110
+3,438
| +2% | +$329K | 0.31% | 40 |
|
|
2025
Q1 | $13.8M | Buy |
144,672
+17,233
| +14% | +$1.64M | 0.41% | 33 |
|
|
2024
Q4 | $11.8M | Buy |
127,439
+2,024
| +2% | +$187K | 0.35% | 39 |
|
|
2024
Q3 | $12.3M | Buy |
125,415
+6,254
| +5% | +$614K | 0.37% | 38 |
|
|
2024
Q2 | $11.2M | Buy |
119,161
+8,446
| +8% | +$791K | 0.37% | 39 |
|
|
2024
Q1 | $10.5M | Buy |
+110,715
| New | +$10.5M | 0.36% | 37 |
|
|
2022
Q2 | – | Sell |
-29,242
| Closed | -$3.14M | – | 564 |
|
|
2022
Q1 | $3.14M | Sell |
29,242
-6,596
| -18% | -$709K | 0.21% | 51 |
|
|
2021
Q4 | $4.12M | Buy |
35,838
+4,578
| +15% | +$526K | 0.26% | 40 |
|
|
2021
Q3 | $3.6M | Buy |
31,260
+1,794
| +6% | +$207K | 0.25% | 44 |
|
|
2021
Q2 | $3.4M | Buy |
29,466
+6,849
| +30% | +$791K | 0.25% | 44 |
|
|
2021
Q1 | $2.55M | Buy |
22,617
+3,659
| +19% | +$413K | 0.21% | 49 |
|
|
2020
Q4 | $2.27M | Buy |
18,958
+868
| +5% | +$104K | 0.22% | 49 |
|
|
2020
Q3 | $2.2M | Buy |
18,090
+1,734
| +11% | +$211K | 0.25% | 41 |
|
|
2020
Q2 | $1.99M | Buy |
16,356
+3,911
| +31% | +$477K | 0.26% | 39 |
|
|
2020
Q1 | $1.51M | Buy |
+12,445
| New | +$1.51M | 0.24% | 36 |
|