Summit Global Investments’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
$5.51M Buy
57,543
+992
+2% +$95K 0.33% 55
2025
Q1
$5.39M Buy
56,551
+46,254
+449% +$4.41M 0.39% 43
2024
Q4
$952K Buy
10,297
+542
+6% +$50.1K 0.06% 224
2024
Q3
$957K Buy
9,755
+2,798
+40% +$274K 0.06% 245
2024
Q2
$652K Buy
6,957
+1,670
+32% +$157K 0.04% 302
2024
Q1
$501K Buy
5,287
+1,409
+36% +$134K 0.04% 329
2023
Q4
$374K Buy
3,878
+956
+33% +$92.2K 0.02% 388
2023
Q3
$268K Buy
+2,922
New +$268K 0.02% 442