VCM
Vision Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,911
| Closed | -$3.14M | – | 145 |
|
|
2025
Q1 | $3.14M | Sell |
32,911
-719
| -2% | -$68.6K | 0.45% | 45 |
|
|
2024
Q4 | $3.11M | Buy |
33,630
+3,586
| +12% | +$332K | 0.46% | 43 |
|
|
2024
Q3 | $2.95M | Buy |
30,044
+3,488
| +13% | +$342K | 0.42% | 49 |
|
|
2024
Q2 | $2.49M | Buy |
26,556
+742
| +3% | +$69.5K | 0.37% | 53 |
|
|
2024
Q1 | $2.44M | Buy |
25,814
+2,279
| +10% | +$216K | 0.36% | 58 |
|
|
2023
Q4 | $2.27M | Sell |
23,535
-2,150
| -8% | -$207K | 0.35% | 57 |
|
|
2023
Q3 | $2.35M | Buy |
25,685
+638
| +3% | +$58.4K | 0.43% | 52 |
|
|
2023
Q2 | $2.42M | Sell |
25,047
-494
| -2% | -$47.7K | 0.41% | 53 |
|
|
2023
Q1 | $2.53M | Sell |
25,541
-152
| -0.6% | -$15.1K | 0.46% | 49 |
|
|
2022
Q4 | $2.46M | Buy |
25,693
+161
| +0.6% | +$15.4K | 0.47% | 50 |
|
|
2022
Q3 | $2.45M | Buy |
25,532
+918
| +4% | +$88.1K | 0.51% | 47 |
|
|
2022
Q2 | $2.52M | Buy |
+24,614
| New | +$2.52M | 0.47% | 50 |
|
|
2021
Q3 | – | Sell |
-18,628
| Closed | -$2.15M | – | 106 |
|
|
2021
Q2 | $2.15M | Buy |
18,628
+776
| +4% | +$89.6K | 0.36% | 54 |
|
|
2021
Q1 | $2.02M | Sell |
17,852
-338
| -2% | -$38.2K | 0.36% | 56 |
|
|
2020
Q4 | $2.18M | Buy |
18,190
+1,059
| +6% | +$127K | 0.41% | 53 |
|
|
2020
Q3 | $2.09M | Buy |
17,131
+1,319
| +8% | +$161K | 0.44% | 51 |
|
|
2020
Q2 | $1.93M | Buy |
15,812
+875
| +6% | +$107K | 0.44% | 53 |
|
|
2020
Q1 | $1.82M | Sell |
14,937
-7,874
| -35% | -$957K | 0.48% | 44 |
|
|
2019
Q4 | $2.51M | Sell |
22,811
-271
| -1% | -$29.9K | 0.59% | 45 |
|
|
2019
Q3 | $2.6M | Buy |
23,082
+2,035
| +10% | +$229K | 0.67% | 42 |
|
|
2019
Q2 | $2.32M | Sell |
21,047
-720
| -3% | -$79.2K | 0.61% | 47 |
|
|
2019
Q1 | $2.32M | Sell |
21,767
-2,348
| -10% | -$250K | 0.65% | 47 |
|
|
2018
Q4 | $2.51M | Sell |
24,115
-4,827
| -17% | -$503K | 0.79% | 44 |
|
|
2018
Q3 | $2.93M | Sell |
28,942
-707
| -2% | -$71.5K | 0.79% | 45 |
|
|
2018
Q2 | $3.04M | Buy |
29,649
+548
| +2% | +$56.2K | 0.89% | 41 |
|
|
2018
Q1 | $3M | Buy |
+29,101
| New | +$3M | 0.89% | 40 |
|