Wisconsin 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 | $302K | Hold |
3,150
| – | – | 0.17% | 46 |
|
|
2025
Q1 | $300K | Buy |
3,150
+800
| +34% | +$76.3K | 0.19% | 41 |
|
|
2024
Q4 | $217K | Sell |
2,350
-200
| -8% | -$18.5K | 0.12% | 47 |
|
|
2024
Q3 | $250K | Hold |
2,550
| – | – | 0.13% | 43 |
|
|
2024
Q2 | $239K | Hold |
2,550
| – | – | 0.12% | 44 |
|
|
2024
Q1 | $241K | Hold |
2,550
| – | – | 0.13% | 43 |
|
|
2023
Q4 | $246K | Hold |
2,550
| – | – | 0.15% | 41 |
|
|
2023
Q3 | $234K | Hold |
2,550
| – | – | 0.15% | 44 |
|
|
2023
Q2 | $246K | Sell |
2,550
-3,000
| -54% | -$290K | 0.16% | 44 |
|
|
2023
Q1 | $550K | Buy |
+5,550
| New | +$550K | 0.37% | 43 |
|
|
2021
Q1 | – | Sell |
-5,000
| Closed | -$600K | – | 58 |
|
|
2020
Q4 | $600K | Buy |
+5,000
| New | +$600K | 0.23% | 43 |
|
|
2020
Q2 | – | Sell |
-12,853
| Closed | -$1.56M | – | 47 |
|
|
2020
Q1 | $1.56M | Buy |
12,853
+1,400
| +12% | +$170K | 1.02% | 28 |
|
|
2019
Q4 | $1.26M | Sell |
11,453
-1,100
| -9% | -$121K | 0.62% | 44 |
|
|
2019
Q3 | $1.41M | Sell |
12,553
-295
| -2% | -$33.2K | 0.75% | 43 |
|
|
2019
Q2 | $1.41M | Sell |
12,848
-452
| -3% | -$49.7K | 0.76% | 46 |
|
|
2019
Q1 | $1.42M | Buy |
13,300
+2,650
| +25% | +$283K | 1.26% | 38 |
|
|
2018
Q4 | $1.11M | Buy |
+10,650
| New | +$1.11M | 1.17% | 36 |
|