Summit Financial’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 | $10.5M | Sell |
109,823
-49,445
| -31% | -$4.74M | 0.24% | 79 |
|
|
2025
Q1 | $15.2M | Buy |
159,268
+72,799
| +84% | +$6.94M | 0.43% | 42 |
|
|
2024
Q4 | $7.99M | Sell |
86,469
-8,544
| -9% | -$790K | 0.28% | 64 |
|
|
2024
Q3 | $9.32M | Buy |
95,013
+1,293
| +1% | +$127K | 0.37% | 50 |
|
|
2024
Q2 | $8.78M | Buy |
93,720
+58,842
| +169% | +$5.51M | 0.4% | 39 |
|
|
2024
Q1 | $3.3M | Buy |
34,878
+1,130
| +3% | +$107K | 0.2% | 68 |
|
|
2023
Q4 | $3.25M | Sell |
33,748
-1,368
| -4% | -$132K | 0.21% | 64 |
|
|
2023
Q3 | $3.22M | Buy |
35,116
+382
| +1% | +$35K | 0.24% | 62 |
|
|
2023
Q2 | $3.36M | Buy |
34,734
+31,849
| +1,104% | +$3.08M | 0.24% | 58 |
|
|
2023
Q1 | $286K | Sell |
2,885
-265
| -8% | -$26.3K | 0.03% | 214 |
|
|
2022
Q4 | $302K | Sell |
3,150
-254
| -7% | -$24.3K | 0.03% | 208 |
|
|
2022
Q3 | $327K | Buy |
+3,404
| New | +$327K | 0.03% | 208 |
|