Trilogy Capital’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 | $5.82M | Buy |
60,719
+57,823
| +1,997% | +$5.54M | 0.28% | 58 |
|
|
2025
Q1 | $276K | Buy |
2,896
+205
| +8% | +$19.6K | 0.01% | 293 |
|
|
2024
Q4 | $249K | Hold |
2,691
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $264K | Sell |
2,691
-1,455
| -35% | -$143K | 0.01% | 292 |
|
|
2024
Q2 | $388K | Buy |
+4,146
| New | +$388K | 0.02% | 237 |
|
|
2022
Q2 | – | Sell |
-116,940
| Closed | -$12.6M | – | 169 |
|
|
2022
Q1 | $12.6M | Buy |
116,940
+597
| +0.5% | +$64.2K | 0.9% | 36 |
|
|
2021
Q4 | $13.4M | Sell |
116,343
-2,596
| -2% | -$299K | 1% | 32 |
|
|
2021
Q3 | $13.7M | Sell |
118,939
-998
| -0.8% | -$115K | 1.04% | 31 |
|
|
2021
Q2 | $14M | Buy |
119,937
+13,206
| +12% | +$1.54M | 1.03% | 33 |
|
|
2021
Q1 | $12.1M | Sell |
106,731
-18,200
| -15% | -$2.06M | 0.92% | 37 |
|
|
2020
Q4 | $15M | Buy |
124,931
+7,187
| +6% | +$862K | 1.23% | 28 |
|
|
2020
Q3 | $14.3M | Buy |
117,744
+32,421
| +38% | +$3.95M | 1.37% | 24 |
|
|
2020
Q2 | $10.4M | Buy |
85,323
+32,892
| +63% | +$4.02M | 1.03% | 34 |
|
|
2020
Q1 | $6.37M | Sell |
52,431
-48,040
| -48% | -$5.84M | 0.71% | 43 |
|
|
2019
Q4 | $11.2M | Sell |
100,471
-7,286
| -7% | -$810K | 1.1% | 34 |
|
|
2019
Q3 | $12.3M | Sell |
107,757
-7,096
| -6% | -$808K | 1.31% | 25 |
|
|
2019
Q2 | $12.6M | Buy |
114,853
+36,187
| +46% | +$3.96M | 1.39% | 23 |
|
|
2019
Q1 | $8.39M | Sell |
78,666
-27,326
| -26% | -$2.91M | 1% | 26 |
|
|
2018
Q4 | $11M | Sell |
105,992
-20,428
| -16% | -$2.13M | 1.49% | 22 |
|
|
2018
Q3 | $12.8M | Sell |
126,420
-124
| -0.1% | -$12.5K | 1.58% | 22 |
|
|
2018
Q2 | $13M | Buy |
126,544
+9,354
| +8% | +$959K | 1.75% | 22 |
|
|
2018
Q1 | $12.1M | Sell |
117,190
-31,093
| -21% | -$3.21M | 1.75% | 22 |
|
|
2017
Q4 | $15.7M | Buy |
+148,283
| New | +$15.7M | 2.55% | 11 |
|