Roundview Capital’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
$975K Buy
10,182
+156
+2% +$14.9K 0.07% 217
2025
Q1
$956K Sell
10,026
-660
-6% -$62.9K 0.07% 200
2024
Q4
$988K Buy
10,686
+7
+0.1% +$647 0.07% 212
2024
Q3
$1.05M Buy
10,679
+211
+2% +$20.7K 0.08% 214
2024
Q2
$980K Buy
10,468
+761
+8% +$71.3K 0.08% 205
2024
Q1
$919K Buy
9,707
+270
+3% +$25.6K 0.08% 215
2023
Q4
$910K Buy
9,437
+399
+4% +$38.5K 0.08% 205
2023
Q3
$828K Buy
+9,038
New +$828K 0.08% 209