Roman Butler Fullerton & Co’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 | $346K | Buy |
+3,657
| New | +$346K | 0.1% | 177 |
|
|
2024
Q4 | – | Sell |
-7,444
| Closed | -$716K | – | 248 |
|
|
2024
Q3 | $716K | Buy |
+7,444
| New | +$716K | 0.22% | 109 |
|
|
2023
Q4 | – | Sell |
-7,746
| Closed | -$707K | – | 213 |
|
|
2023
Q3 | $707K | Buy |
7,746
+544
| +8% | +$49.6K | 0.33% | 80 |
|
|
2023
Q2 | $700K | Buy |
7,202
+469
| +7% | +$45.6K | 0.32% | 86 |
|
|
2023
Q1 | $674K | Buy |
+6,733
| New | +$674K | 0.34% | 92 |
|