UMB Bank’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 | $165K | Hold |
1,727
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $165K | Sell |
1,727
-177
| -9% | -$16.9K | ﹤0.01% | 605 |
|
|
2024
Q4 | $176K | Hold |
1,904
| – | – | ﹤0.01% | 577 |
|
|
2024
Q3 | $187K | Sell |
1,904
-169
| -8% | -$16.6K | ﹤0.01% | 586 |
|
|
2024
Q2 | $194K | Sell |
2,073
-995
| -32% | -$93.2K | ﹤0.01% | 568 |
|
|
2024
Q1 | $290K | Sell |
3,068
-263
| -8% | -$24.9K | ﹤0.01% | 493 |
|
|
2023
Q4 | $321K | Sell |
3,331
-138,742
| -98% | -$13.4M | ﹤0.01% | 482 |
|
|
2023
Q3 | $13M | Buy |
142,073
+1,706
| +1% | +$156K | 0.21% | 102 |
|
|
2023
Q2 | $13.6M | Buy |
140,367
+4
| +0% | +$386 | 0.21% | 106 |
|
|
2023
Q1 | $13.9M | Buy |
140,363
+73,705
| +111% | +$7.31M | 0.22% | 101 |
|
|
2022
Q4 | $6.39M | Sell |
66,658
-81,506
| -55% | -$7.81M | 0.1% | 157 |
|
|
2022
Q3 | $14.2M | Buy |
148,164
+8,248
| +6% | +$792K | 0.24% | 92 |
|
|
2022
Q2 | $14.3M | Buy |
139,916
+107,860
| +336% | +$11M | 0.22% | 99 |
|
|
2022
Q1 | $3.45M | Buy |
32,056
+28,441
| +787% | +$3.06M | 0.05% | 235 |
|
|
2021
Q4 | $416K | Buy |
+3,615
| New | +$416K | 0.01% | 511 |
|