Stone House Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-34
Closed -$3.28K 1109
2025
Q4
$3.28K Buy
+34
New +$3.29K ﹤0.01% 499
2019
Q2
Sell
-2,177
Closed -$232K 112
2019
Q1
$232K Sell
2,177
-9
-0.4% -$941 0.12% 45
2018
Q4
$228K Sell
2,186
-540
-20% -$54.7K 0.14% 47
2018
Q3
$276K Sell
2,726
-2,323
-46% -$237K 0.16% 45
2018
Q2
$518K Sell
5,049
-102
-2% -$10.4K 0.33% 31
2018
Q1
$532K Sell
5,151
-40,082
-89% -$4.13M 0.35% 30
2017
Q4
$4.78M Buy
45,233
+15,996
+55% +$1.7M 3.23% 11
2017
Q3
$3.11M Buy
29,237
+10,555
+56% +$1.13M 2.22% 16
2017
Q2
$1.99M Sell
18,682
-60
-0.3% -$6.41K 1.43% 18
2017
Q1
$1.98M Buy
18,742
+1,320
+8% +$139K 1.48% 18
2016
Q4
$1.83M Buy
+17,422
New +$1.87M 1.54% 19

Other funds holding IEF