SSI Investment Management’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 | $7.64M | Sell |
79,767
-56,295
| -41% | -$5.39M | 0.54% | 66 |
|
|
2025
Q1 | $13M | Buy |
136,062
+91,101
| +203% | +$8.69M | 1.01% | 25 |
|
|
2024
Q4 | $4.16M | Sell |
44,961
-27,744
| -38% | -$2.56M | 0.31% | 105 |
|
|
2024
Q3 | $7.13M | Sell |
72,705
-1,015
| -1% | -$99.6K | 0.53% | 62 |
|
|
2024
Q2 | $6.9M | Sell |
73,720
-59,984
| -45% | -$5.62M | 0.53% | 65 |
|
|
2024
Q1 | $12.7M | Sell |
133,704
-89
| -0.1% | -$8.43K | 0.96% | 26 |
|
|
2023
Q4 | $12.9M | Sell |
133,793
-81,354
| -38% | -$7.84M | 0.98% | 22 |
|
|
2023
Q3 | $19.7M | Sell |
215,147
-360
| -0.2% | -$33K | 1.61% | 8 |
|
|
2023
Q2 | $20.8M | Buy |
215,507
+24,378
| +13% | +$2.35M | 1.46% | 9 |
|
|
2023
Q1 | $18.9M | Buy |
191,129
+15,456
| +9% | +$1.53M | 1.33% | 14 |
|
|
2022
Q4 | $16.8M | Sell |
175,673
-30,217
| -15% | -$2.89M | 1.07% | 18 |
|
|
2022
Q3 | $19.8M | Buy |
205,890
+33,840
| +20% | +$3.25M | 1.33% | 13 |
|
|
2022
Q2 | $17.6M | Buy |
+172,050
| New | +$17.6M | 1.11% | 14 |
|