Summit Financial’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
2025
Q2
$10.5M Sell
2025
Q1
$15.2M Buy
2024
Q4
$7.99M Sell
2024
Q3
$9.32M Buy
2024
Q2
$8.78M Buy
2024
Q1
$3.3M Buy
2023
Q4
$3.25M Sell
2023
Q3
$3.22M Buy
2023
Q2
$3.36M Buy
2023
Q1
$286K Sell
2022
Q4
$302K Sell
2022
Q3
$327K Buy