Stephens Inc’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 | $4.01M | Buy |
41,845
+2,980
| +8% | +$285K | 0.06% | 318 |
|
|
2025
Q1 | $3.71M | Buy |
38,865
+1,517
| +4% | +$145K | 0.05% | 322 |
|
|
2024
Q4 | $3.45M | Sell |
37,348
-4,714
| -11% | -$436K | 0.05% | 329 |
|
|
2024
Q3 | $4.13M | Sell |
42,062
-6,277
| -13% | -$616K | 0.06% | 295 |
|
|
2024
Q2 | $4.53M | Buy |
48,339
+4,286
| +10% | +$401K | 0.07% | 277 |
|
|
2024
Q1 | $4.17M | Buy |
44,053
+12,217
| +38% | +$1.16M | 0.06% | 288 |
|
|
2023
Q4 | $3.07M | Buy |
31,836
+10,636
| +50% | +$1.03M | 0.05% | 308 |
|
|
2023
Q3 | $1.94M | Buy |
21,200
+7,787
| +58% | +$713K | 0.04% | 379 |
|
|
2023
Q2 | $1.3M | Buy |
13,413
+2,482
| +23% | +$240K | 0.02% | 480 |
|
|
2023
Q1 | $1.08M | Sell |
10,931
-147
| -1% | -$14.6K | 0.02% | 514 |
|
|
2022
Q4 | $1.06M | Buy |
11,078
+4,597
| +71% | +$440K | 0.02% | 493 |
|
|
2022
Q3 | $622K | Buy |
6,481
+1,200
| +23% | +$115K | 0.01% | 629 |
|
|
2022
Q2 | $540K | Buy |
+5,281
| New | +$540K | 0.01% | 708 |
|
|
2022
Q1 | – | Sell |
-1,832
| Closed | -$211K | – | 1354 |
|
|
2021
Q4 | $211K | Sell |
1,832
-528
| -22% | -$60.8K | ﹤0.01% | 1193 |
|
|
2021
Q3 | $272K | Sell |
2,360
-581
| -20% | -$67K | ﹤0.01% | 1091 |
|
|
2021
Q2 | $340K | Buy |
2,941
+298
| +11% | +$34.5K | 0.01% | 994 |
|
|
2021
Q1 | $298K | Buy |
2,643
+308
| +13% | +$34.7K | ﹤0.01% | 1005 |
|
|
2020
Q4 | $280K | Sell |
2,335
-3,243
| -58% | -$389K | 0.01% | 955 |
|
|
2020
Q3 | $680K | Sell |
5,578
-1,788
| -24% | -$218K | 0.01% | 652 |
|
|
2020
Q2 | $898K | Buy |
7,366
+4,858
| +194% | +$592K | 0.02% | 545 |
|
|
2020
Q1 | $305K | Buy |
2,508
+468
| +23% | +$56.9K | 0.01% | 771 |
|
|
2019
Q4 | $225K | Sell |
2,040
-1,334
| -40% | -$147K | ﹤0.01% | 975 |
|
|
2019
Q3 | $379K | Buy |
3,374
+600
| +22% | +$67.4K | 0.01% | 832 |
|
|
2019
Q2 | $305K | Sell |
2,774
-782
| -22% | -$86K | 0.01% | 916 |
|
|
2019
Q1 | $379K | Sell |
3,556
-1,443
| -29% | -$154K | 0.01% | 832 |
|
|
2018
Q4 | $521K | Sell |
4,999
-1,018
| -17% | -$106K | 0.01% | 696 |
|
|
2018
Q3 | $609K | Sell |
6,017
-647
| -10% | -$65.5K | 0.02% | 719 |
|
|
2018
Q2 | $683K | Buy |
+6,664
| New | +$683K | 0.02% | 551 |
|
|
2014
Q1 | – | Sell |
-23,387
| Closed | -$2.32M | – | 854 |
|
|
2013
Q4 | $2.32M | Buy |
23,387
+197
| +0.8% | +$19.6K | 0.12% | 190 |
|
|
2013
Q3 | $2.37M | Sell |
23,190
-9,946
| -30% | -$1.02M | 0.13% | 174 |
|
|
2013
Q2 | $3.4M | Buy |
+33,136
| New | +$3.4M | 0.19% | 101 |
|