The Family Firm’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 | $2.82M | Buy |
29,490
+11
| +0% | +$1.05K | 0.68% | 35 |
|
|
2025
Q1 | $2.81M | Sell |
29,479
-1,418
| -5% | -$135K | 0.63% | 35 |
|
|
2024
Q4 | $2.86M | Buy |
30,897
+2,461
| +9% | +$228K | 0.64% | 35 |
|
|
2024
Q3 | $2.79M | Buy |
28,436
+5,957
| +27% | +$585K | 0.61% | 36 |
|
|
2024
Q2 | $2.11M | Buy |
22,479
+1,047
| +5% | +$98.1K | 0.47% | 42 |
|
|
2024
Q1 | $2.03M | Buy |
21,432
+97
| +0.5% | +$9.18K | 0.49% | 42 |
|
|
2023
Q4 | $2.06M | Buy |
21,335
+474
| +2% | +$45.7K | 0.53% | 42 |
|
|
2023
Q3 | $1.91M | Sell |
20,861
-43
| -0.2% | -$3.94K | 0.54% | 42 |
|
|
2023
Q2 | $2.02M | Buy |
20,904
+372
| +2% | +$35.9K | 0.53% | 43 |
|
|
2023
Q1 | $2.04M | Buy |
20,532
+1,834
| +10% | +$182K | 0.56% | 38 |
|
|
2022
Q4 | $1.79M | Sell |
18,698
-4,900
| -21% | -$469K | 0.52% | 44 |
|
|
2022
Q3 | $2.27M | Sell |
23,598
-810
| -3% | -$77.7K | 0.72% | 31 |
|
|
2022
Q2 | $2.5M | Sell |
24,408
-144
| -0.6% | -$14.7K | 0.74% | 31 |
|
|
2022
Q1 | $2.64M | Buy |
24,552
+3,033
| +14% | +$326K | 0.69% | 32 |
|
|
2021
Q4 | $2.48M | Buy |
21,519
+577
| +3% | +$66.4K | 0.64% | 33 |
|
|
2021
Q3 | $2.39M | Sell |
20,942
-5,014
| -19% | -$572K | 0.63% | 37 |
|
|
2021
Q2 | $3M | Buy |
25,956
+6,042
| +30% | +$698K | 0.82% | 28 |
|
|
2021
Q1 | $2.25M | Buy |
19,914
+1,719
| +9% | +$194K | 0.65% | 35 |
|
|
2020
Q4 | $2.16M | Buy |
18,195
+3,468
| +24% | +$411K | 0.64% | 35 |
|
|
2020
Q3 | $1.79M | Sell |
14,727
-56
| -0.4% | -$6.82K | 0.64% | 35 |
|
|
2020
Q2 | $1.8M | Sell |
14,783
-1,173
| -7% | -$143K | 0.67% | 32 |
|
|
2020
Q1 | $1.94M | Sell |
15,956
-3,222
| -17% | -$391K | 0.82% | 26 |
|
|
2019
Q4 | $2.11M | Sell |
19,178
-92
| -0.5% | -$10.1K | 0.72% | 31 |
|
|
2019
Q3 | $2.17M | Sell |
19,270
-803
| -4% | -$90.3K | 0.77% | 28 |
|
|
2019
Q2 | $2.21M | Buy |
20,073
+211
| +1% | +$23.2K | 0.78% | 28 |
|
|
2019
Q1 | $2.12M | Buy |
19,862
+776
| +4% | +$82.8K | 0.77% | 28 |
|
|
2018
Q4 | $1.99M | Sell |
19,086
-362
| -2% | -$37.7K | 0.8% | 27 |
|
|
2018
Q3 | $1.97M | Buy |
19,448
+2,940
| +18% | +$298K | 0.71% | 32 |
|
|
2018
Q2 | $1.69M | Buy |
16,508
+3,376
| +26% | +$346K | 0.63% | 36 |
|
|
2018
Q1 | $1.36M | Buy |
13,132
+2,133
| +19% | +$220K | 0.53% | 40 |
|
|
2017
Q4 | $1.16M | Buy |
10,999
+3,472
| +46% | +$366K | 0.46% | 44 |
|
|
2017
Q3 | $802K | Buy |
7,527
+29
| +0.4% | +$3.09K | 0.33% | 55 |
|
|
2017
Q2 | $799K | Buy |
7,498
+28
| +0.4% | +$2.98K | 0.35% | 52 |
|
|
2017
Q1 | $789K | Sell |
7,470
-668
| -8% | -$70.6K | 0.38% | 47 |
|
|
2016
Q4 | $853K | Sell |
8,138
-1,097
| -12% | -$115K | 0.4% | 47 |
|
|
2016
Q3 | $1.03M | Sell |
9,235
-660
| -7% | -$73.8K | 0.49% | 44 |
|
|
2016
Q2 | $1.12M | Sell |
9,895
-489
| -5% | -$55.3K | 0.56% | 38 |
|
|
2016
Q1 | $1.15M | Sell |
10,384
-793
| -7% | -$87.5K | 0.58% | 39 |
|
|
2015
Q4 | $1.18M | Sell |
11,177
-256
| -2% | -$27K | 0.63% | 36 |
|
|
2015
Q3 | $1.23M | Sell |
11,433
-4,410
| -28% | -$476K | 0.67% | 31 |
|
|
2015
Q2 | $1.66M | Sell |
15,843
-1,299
| -8% | -$136K | 0.86% | 27 |
|
|
2015
Q1 | $1.86M | Sell |
17,142
-3,889
| -18% | -$422K | 0.95% | 26 |
|
|
2014
Q4 | $2.23M | Buy |
+21,031
| New | +$2.23M | 1.16% | 22 |
|