Summa Corp’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 | $623K | Sell |
6,500
-430
| -6% | -$41.2K | 0.32% | 33 |
|
|
2025
Q1 | $661K | Hold |
6,930
| – | – | 0.38% | 26 |
|
|
2024
Q4 | $641K | Hold |
6,930
| – | – | 0.31% | 27 |
|
|
2024
Q3 | $680K | Buy |
6,930
+1,000
| +17% | +$98.1K | 0.33% | 29 |
|
|
2024
Q2 | $555K | Hold |
5,930
| – | – | 0.27% | 30 |
|
|
2024
Q1 | $561K | Buy |
5,930
+1,500
| +34% | +$142K | 0.31% | 30 |
|
|
2023
Q4 | $427K | Buy |
+4,430
| New | +$427K | 0.3% | 43 |
|