Twele Capital 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 | $41.8M | Buy |
436,409
+18,291
| +4% | +$1.75M | 8.29% | 4 |
|
|
2025
Q1 | $39.9M | Sell |
418,118
-17,383
| -4% | -$1.66M | 8.46% | 4 |
|
|
2024
Q4 | $40.3M | Buy |
435,501
+23,605
| +6% | +$2.18M | 8.53% | 4 |
|
|
2024
Q3 | $40.4M | Buy |
411,896
+9,057
| +2% | +$889K | 8.48% | 4 |
|
|
2024
Q2 | $37.7M | Buy |
402,839
+1,929
| +0.5% | +$181K | 8.55% | 4 |
|
|
2024
Q1 | $38M | Buy |
400,910
+24,290
| +6% | +$2.3M | 8.59% | 4 |
|
|
2023
Q4 | $36.3M | Buy |
376,620
+19,405
| +5% | +$1.87M | 5.83% | 7 |
|
|
2023
Q3 | $32.7M | Buy |
357,215
+725
| +0.2% | +$66.4K | 5.61% | 7 |
|
|
2023
Q2 | $34.4M | Buy |
356,490
+20,242
| +6% | +$1.96M | 5.55% | 7 |
|
|
2023
Q1 | $33.3M | Sell |
336,248
-10,105
| -3% | -$1M | 5.45% | 7 |
|
|
2022
Q4 | $33.2M | Buy |
346,353
+14,338
| +4% | +$1.37M | 5.44% | 7 |
|
|
2022
Q3 | $31.9M | Buy |
332,015
+67,340
| +25% | +$6.46M | 5.5% | 7 |
|
|
2022
Q2 | $27.1M | Sell |
264,675
-1,162
| -0.4% | -$119K | 4.26% | 9 |
|
|
2022
Q1 | $28.6M | Sell |
265,837
-8,226
| -3% | -$884K | 3.87% | 9 |
|
|
2021
Q4 | $31.5M | Buy |
274,063
+9,350
| +4% | +$1.08M | 3.98% | 9 |
|
|
2021
Q3 | $30.5M | Sell |
264,713
-3,796
| -1% | -$437K | 4.02% | 9 |
|
|
2021
Q2 | $31M | Buy |
268,509
+3,584
| +1% | +$414K | 4.81% | 9 |
|
|
2021
Q1 | $29.9M | Sell |
264,925
-41,913
| -14% | -$4.73M | 4.79% | 9 |
|
|
2020
Q4 | $36.8M | Buy |
306,838
+36,309
| +13% | +$4.36M | 6.6% | 5 |
|
|
2020
Q3 | $33M | Buy |
270,529
+33,456
| +14% | +$4.08M | 6.4% | 5 |
|
|
2020
Q2 | $28.9M | Buy |
237,073
+22,622
| +11% | +$2.76M | 5.77% | 8 |
|
|
2020
Q1 | $26.1M | Sell |
214,451
-468
| -0.2% | -$56.9K | 5.7% | 8 |
|
|
2019
Q4 | $23.7M | Buy |
214,919
+28,958
| +16% | +$3.19M | 4.43% | 8 |
|
|
2019
Q3 | $20.9M | Buy |
185,961
+3,960
| +2% | +$445K | 4.13% | 8 |
|
|
2019
Q2 | $20M | Buy |
182,001
+14,250
| +8% | +$1.57M | 4.02% | 8 |
|
|
2019
Q1 | $17.9M | Hold |
167,751
| – | – | 3.93% | 8 |
|
|
2018
Q4 | $17.5M | Hold |
167,751
| – | – | 4.06% | 8 |
|
|
2018
Q3 | $17M | Buy |
167,751
+12,450
| +8% | +$1.26M | 3.87% | 9 |
|
|
2018
Q2 | $15.9M | Hold |
155,301
| – | – | 3.7% | 10 |
|
|
2018
Q1 | $16M | Buy |
155,301
+2,400
| +2% | +$248K | 3.71% | 9 |
|
|
2017
Q4 | $16.1M | Buy |
152,901
+10,300
| +7% | +$1.09M | 3.69% | 9 |
|
|
2017
Q3 | $15.2M | Buy |
142,601
+14,120
| +11% | +$1.5M | 3.64% | 9 |
|
|
2017
Q2 | $13.7M | Buy |
128,481
+64,650
| +101% | +$6.89M | 3.41% | 10 |
|
|
2017
Q1 | $6.74M | Buy |
63,831
+3,150
| +5% | +$333K | 1.74% | 19 |
|
|
2016
Q4 | $6.36M | Hold |
60,681
| – | – | 1.7% | 20 |
|
|
2016
Q3 | $6.79M | Hold |
60,681
| – | – | 1.83% | 20 |
|
|
2016
Q2 | $6.85M | Buy |
60,681
+5,000
| +9% | +$565K | 1.91% | 20 |
|
|
2016
Q1 | $6.14M | Buy |
55,681
+45,800
| +464% | +$5.05M | 1.77% | 20 |
|
|
2015
Q4 | $1.04M | Hold |
9,881
| – | – | 0.32% | 36 |
|
|
2015
Q3 | $1.07M | Sell |
9,881
-6,000
| -38% | -$647K | 0.32% | 43 |
|
|
2015
Q2 | $1.67M | Sell |
15,881
-12
| -0.1% | -$1.26K | 0.47% | 40 |
|
|
2015
Q1 | $1.72M | Hold |
15,893
| – | – | 0.49% | 38 |
|
|
2014
Q4 | $1.68M | Hold |
15,893
| – | – | 0.49% | 39 |
|
|
2014
Q3 | $1.65M | Hold |
15,893
| – | – | 0.49% | 38 |
|
|
2014
Q2 | $1.65M | Hold |
15,893
| – | – | 0.49% | 40 |
|
|
2014
Q1 | $1.62M | Buy |
15,893
+10,861
| +216% | +$1.11M | 0.49% | 40 |
|
|
2013
Q4 | $499K | Buy |
+5,032
| New | +$499K | 0.16% | 53 |
|