SCM
Stordahl Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
32,176
-9,133
| -22% | -$875K | 0.68% | 17 |
|
|
2025
Q1 | $3.94M | Sell |
41,309
-223
| -0.5% | -$21.3K | 0.93% | 16 |
|
|
2024
Q4 | $3.84M | Sell |
41,532
-354
| -0.8% | -$32.7K | 0.91% | 16 |
|
|
2024
Q3 | $4.11M | Buy |
41,886
+3,627
| +9% | +$356K | 0.98% | 16 |
|
|
2024
Q2 | $3.58M | Sell |
38,259
-6,915
| -15% | -$648K | 0.9% | 16 |
|
|
2024
Q1 | $4.28M | Hold |
45,174
| – | – | 1.07% | 16 |
|
|
2023
Q4 | $4.35M | Buy |
45,174
+30,631
| +211% | +$2.95M | 1.18% | 15 |
|
|
2023
Q3 | $1.33M | Sell |
14,543
-8,180
| -36% | -$749K | 0.4% | 22 |
|
|
2023
Q2 | $2.2M | Buy |
22,723
+3,942
| +21% | +$381K | 0.63% | 19 |
|
|
2023
Q1 | $1.86M | Sell |
18,781
-8,186
| -30% | -$811K | 0.57% | 20 |
|
|
2022
Q4 | $2.58M | Buy |
26,967
+24,641
| +1,059% | +$2.36M | 0.85% | 18 |
|
|
2022
Q3 | $223K | Buy |
2,326
+123
| +6% | +$11.8K | 0.08% | 44 |
|
|
2022
Q2 | $225K | Sell |
2,203
-10
| -0.5% | -$1.02K | 0.09% | 48 |
|
|
2022
Q1 | $238K | Hold |
2,213
| – | – | 0.09% | 48 |
|
|
2021
Q4 | $254K | Sell |
2,213
-28
| -1% | -$3.21K | 0.09% | 44 |
|
|
2021
Q3 | $258K | Hold |
2,241
| – | – | 0.1% | 42 |
|
|
2021
Q2 | $259K | Hold |
2,241
| – | – | 0.11% | 42 |
|
|
2021
Q1 | $253K | Hold |
2,241
| – | – | 0.11% | 41 |
|
|
2020
Q4 | $269K | Sell |
2,241
-8
| -0.4% | -$960 | 0.12% | 38 |
|
|
2020
Q3 | $274K | Sell |
2,249
-66
| -3% | -$8.04K | 0.14% | 36 |
|
|
2020
Q2 | $282K | Hold |
2,315
| – | – | 0.16% | 35 |
|
|
2020
Q1 | $282K | Hold |
2,315
| – | – | 0.17% | 35 |
|
|
2019
Q4 | $255K | Sell |
2,315
-32
| -1% | -$3.53K | 0.1% | 39 |
|
|
2019
Q3 | $264K | Sell |
2,347
-679
| -22% | -$76.4K | 0.11% | 40 |
|
|
2019
Q2 | $330K | Hold |
3,026
| – | – | 0.13% | 39 |
|
|
2019
Q1 | $319K | Hold |
3,026
| – | – | 0.13% | 39 |
|
|
2018
Q4 | $315K | Hold |
3,026
| – | – | 0.15% | 35 |
|
|
2018
Q3 | $303K | Hold |
3,026
| – | – | 0.14% | 33 |
|
|
2018
Q2 | $310K | Sell |
3,026
-12
| -0.4% | -$1.23K | 0.14% | 32 |
|
|
2018
Q1 | $313K | Sell |
3,038
-322
| -10% | -$33.2K | 0.15% | 32 |
|
|
2017
Q4 | $355K | Buy |
+3,360
| New | +$355K | 0.17% | 32 |
|