Summit Asset 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 | $18.4M | Buy |
191,791
+3,467
| +2% | +$332K | 2.99% | 10 |
|
|
2025
Q1 | $18M | Buy |
188,324
+6,236
| +3% | +$595K | 3.11% | 9 |
|
|
2024
Q4 | $16.8M | Buy |
182,088
+1,694
| +0.9% | +$157K | 2.96% | 10 |
|
|
2024
Q3 | $17.7M | Buy |
180,394
+17,173
| +11% | +$1.69M | 3.32% | 10 |
|
|
2024
Q2 | $15.3M | Buy |
163,221
+10,616
| +7% | +$994K | 3.16% | 10 |
|
|
2024
Q1 | $14.4M | Buy |
152,605
+15,295
| +11% | +$1.45M | 3.1% | 13 |
|
|
2023
Q4 | $13.2M | Buy |
137,310
+133,310
| +3,333% | +$12.8M | 3.17% | 13 |
|
|
2023
Q3 | $366K | Hold |
4,000
| – | – | 0.1% | 101 |
|
|
2023
Q2 | $386K | Buy |
+4,000
| New | +$386K | 0.1% | 100 |
|