USA Financial Formulas’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 | $72.6K | Sell |
758
-194,594
| -100% | -$18.6M | 0.01% | 195 |
|
|
2025
Q1 | $18.6M | Buy |
+195,352
| New | +$18.6M | 3.08% | 7 |
|
|
2024
Q1 | – | Sell |
-42
| Closed | -$4.05K | – | 361 |
|
|
2023
Q4 | $4.05K | Sell |
42
-623
| -94% | -$60K | ﹤0.01% | 269 |
|
|
2023
Q3 | $60.9K | Sell |
665
-145
| -18% | -$13.3K | 0.09% | 194 |
|
|
2023
Q2 | $78.2K | Buy |
810
+35
| +5% | +$3.38K | 0.12% | 126 |
|
|
2023
Q1 | $76.8K | Buy |
+775
| New | +$76.8K | 0.12% | 104 |
|
|
2022
Q3 | $1.07M | Sell |
11,101
-93
| -0.8% | -$8.93K | 1.68% | 28 |
|
|
2022
Q2 | $1.15M | Sell |
11,194
-250
| -2% | -$25.6K | 1.43% | 13 |
|
|
2022
Q1 | $1.23M | Buy |
11,444
+11,339
| +10,799% | +$1.22M | 1.32% | 14 |
|
|
2021
Q4 | $12K | Buy |
+105
| New | +$12K | 0.01% | 186 |
|
|
2020
Q4 | – | Sell |
-4,520
| Closed | -$551K | – | 368 |
|
|
2020
Q3 | $551K | Sell |
4,520
-11,508
| -72% | -$1.4M | 0.42% | 68 |
|
|
2020
Q2 | $1.95M | Sell |
16,028
-1,351
| -8% | -$165K | 1.45% | 29 |
|
|
2020
Q1 | $2.11M | Buy |
+17,379
| New | +$2.11M | 1.34% | 19 |
|
|
2019
Q4 | – | Sell |
-2,057
| Closed | -$231K | – | 270 |
|
|
2019
Q3 | $231K | Sell |
2,057
-808
| -28% | -$90.7K | 0.09% | 123 |
|
|
2019
Q2 | $306K | Buy |
2,865
+1,048
| +58% | +$112K | 0.15% | 79 |
|
|
2019
Q1 | $194K | Sell |
1,817
-2,721
| -60% | -$291K | 0.12% | 87 |
|
|
2018
Q4 | $459K | Buy |
+4,538
| New | +$459K | 0.11% | 134 |
|
|
2015
Q3 | – | Sell |
-2,415
| Closed | -$254K | – | 147 |
|
|
2015
Q2 | $254K | Buy |
+2,415
| New | +$254K | 0.08% | 185 |
|