Tortoise Investment 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 | $5.75K | Hold |
60
| – | – | ﹤0.01% | 645 |
|
|
2025
Q1 | $5.72K | Sell |
60
-640
| -91% | -$61K | ﹤0.01% | 621 |
|
|
2024
Q4 | $64.7K | Sell |
700
-210
| -23% | -$19.4K | 0.01% | 378 |
|
|
2024
Q3 | $89.3K | Buy |
910
+38
| +4% | +$3.73K | 0.01% | 328 |
|
|
2024
Q2 | $81.7K | Hold |
872
| – | – | 0.01% | 328 |
|
|
2024
Q1 | $82.5K | Sell |
872
-841
| -49% | -$79.6K | 0.01% | 317 |
|
|
2023
Q4 | $165K | Sell |
1,713
-100
| -6% | -$9.64K | 0.02% | 232 |
|
|
2023
Q3 | $166K | Buy |
1,813
+286
| +19% | +$26.2K | 0.02% | 215 |
|
|
2023
Q2 | $148K | Sell |
1,527
-445
| -23% | -$43K | 0.02% | 237 |
|
|
2023
Q1 | $195K | Buy |
1,972
+1,913
| +3,242% | +$190K | 0.03% | 192 |
|
|
2022
Q4 | $5.65K | Hold |
59
| – | – | ﹤0.01% | 595 |
|
|
2022
Q3 | $6K | Sell |
59
-54
| -48% | -$5.49K | ﹤0.01% | 582 |
|
|
2022
Q2 | $12K | Buy |
113
+78
| +223% | +$8.28K | ﹤0.01% | 490 |
|
|
2022
Q1 | $4K | Sell |
35
-35
| -50% | -$4K | ﹤0.01% | 589 |
|
|
2021
Q4 | $8K | Sell |
70
-5
| -7% | -$571 | ﹤0.01% | 496 |
|
|
2021
Q3 | $9K | Sell |
75
-399
| -84% | -$47.9K | ﹤0.01% | 478 |
|
|
2021
Q2 | $55K | Buy |
474
+14
| +3% | +$1.62K | 0.01% | 263 |
|
|
2021
Q1 | $52K | Buy |
+460
| New | +$52K | 0.01% | 253 |
|
|
2020
Q3 | – | Sell |
-85
| Closed | -$10K | – | 524 |
|
|
2020
Q2 | $10K | Hold |
85
| – | – | ﹤0.01% | 367 |
|
|
2020
Q1 | $10K | Sell |
85
-85
| -50% | -$10K | ﹤0.01% | 361 |
|
|
2019
Q4 | $19K | Sell |
170
-28
| -14% | -$3.13K | ﹤0.01% | 331 |
|
|
2019
Q3 | $22K | Sell |
198
-1,194
| -86% | -$133K | 0.01% | 305 |
|
|
2019
Q2 | $153K | Sell |
1,392
-1,212
| -47% | -$133K | 0.04% | 153 |
|
|
2019
Q1 | $278K | Hold |
2,604
| – | – | 0.07% | 121 |
|
|
2018
Q4 | $271K | Sell |
2,604
-620
| -19% | -$64.5K | 0.07% | 122 |
|
|
2018
Q3 | $326K | Sell |
3,224
-980
| -23% | -$99.1K | 0.09% | 113 |
|
|
2018
Q2 | $431K | Sell |
4,204
-256
| -6% | -$26.2K | 0.12% | 101 |
|
|
2018
Q1 | $460K | Sell |
4,460
-1,168
| -21% | -$120K | 0.13% | 94 |
|
|
2017
Q4 | $594K | Sell |
5,628
-672
| -11% | -$70.9K | 0.17% | 80 |
|
|
2017
Q3 | $671K | Sell |
6,300
-1,747
| -22% | -$186K | 0.2% | 67 |
|
|
2017
Q2 | $858K | Sell |
8,047
-2,727
| -25% | -$291K | 0.28% | 55 |
|
|
2017
Q1 | $1.14M | Buy |
10,774
+724
| +7% | +$76.5K | 0.37% | 47 |
|
|
2016
Q4 | $1.05M | Buy |
+10,050
| New | +$1.05M | 0.36% | 52 |
|
|
2016
Q1 | – | Sell |
-49
| Closed | -$5K | – | 415 |
|
|
2015
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 355 |
|
|
2015
Q3 | $5K | Hold |
49
| – | – | ﹤0.01% | 337 |
|
|
2015
Q2 | $5K | Hold |
49
| – | – | ﹤0.01% | 359 |
|
|
2015
Q1 | $5K | Sell |
49
-150
| -75% | -$15.3K | ﹤0.01% | 339 |
|
|
2014
Q4 | $21K | Sell |
199
-2,097
| -91% | -$221K | 0.01% | 275 |
|
|
2014
Q3 | $238K | Sell |
2,296
-1,142
| -33% | -$118K | 0.1% | 92 |
|
|
2014
Q2 | $356K | Buy |
3,438
+788
| +30% | +$81.6K | 0.15% | 73 |
|
|
2014
Q1 | $270K | Sell |
2,650
-1,145
| -30% | -$117K | 0.12% | 83 |
|
|
2013
Q4 | $377K | Sell |
3,795
-1,050
| -22% | -$104K | 0.21% | 64 |
|
|
2013
Q3 | $495K | Buy |
+4,845
| New | +$495K | 0.3% | 55 |
|