Sanders Morris Harris’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
Q1 | – | Sell |
-2,253
| Closed | -$207K | – | 299 |
|
|
2024
Q4 | $207K | Buy |
+2,253
| New | +$207K | 0.03% | 259 |
|
|
2023
Q2 | – | Sell |
-4,021
| Closed | -$399K | – | 260 |
|
|
2023
Q1 | $399K | Buy |
+4,021
| New | +$399K | 0.14% | 74 |
|
|
2016
Q4 | – | Sell |
-3,559
| Closed | -$398K | – | 143 |
|
|
2016
Q3 | $398K | Sell |
3,559
-8,845
| -71% | -$989K | 0.12% | 99 |
|
|
2016
Q2 | $1.4M | Sell |
12,404
-57,634
| -82% | -$6.51M | 0.33% | 75 |
|
|
2016
Q1 | $7.73M | Buy |
+70,038
| New | +$7.73M | 1.33% | 11 |
|