Waterloo 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 | $6.58M | Buy |
68,729
+4,398
| +7% | +$421K | 0.53% | 42 |
|
|
2025
Q1 | $6.14M | Buy |
64,331
+38,514
| +149% | +$3.67M | 0.57% | 44 |
|
|
2024
Q4 | $2.39M | Buy |
25,817
+19,556
| +312% | +$1.81M | 0.25% | 97 |
|
|
2024
Q3 | $614K | Sell |
6,261
-10,687
| -63% | -$1.05M | 0.07% | 207 |
|
|
2024
Q2 | $1.59M | Buy |
+16,948
| New | +$1.59M | 0.19% | 121 |
|
|
2023
Q4 | – | Sell |
-8,235
| Closed | -$754K | – | 384 |
|
|
2023
Q3 | $754K | Sell |
8,235
-7,536
| -48% | -$690K | 0.22% | 79 |
|
|
2023
Q2 | $1.52M | Sell |
15,771
-6,279
| -28% | -$607K | 0.45% | 42 |
|
|
2023
Q1 | $2.19M | Buy |
+22,050
| New | +$2.19M | 0.68% | 33 |
|
|
2020
Q1 | $293K | Buy |
+2,416
| New | +$293K | 0.21% | 106 |
|