Accel Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-222
| Closed | -$22K | – | 494 |
|
|
2023
Q1 | $22K | Sell |
222
-37
| -14% | -$3.67K | 0.01% | 679 |
|
|
2022
Q4 | $24.8K | Hold |
259
| – | – | 0.01% | 502 |
|
|
2022
Q3 | $25K | Hold |
259
| – | – | 0.01% | 498 |
|
|
2022
Q2 | $27K | Hold |
259
| – | – | 0.02% | 469 |
|
|
2022
Q1 | $28K | Hold |
259
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $30K | Hold |
259
| – | – | 0.01% | 480 |
|
|
2021
Q3 | $30K | Hold |
259
| – | – | 0.02% | 418 |
|
|
2021
Q2 | $30K | Sell |
259
-4
| -2% | -$463 | 0.02% | 440 |
|
|
2021
Q1 | $30K | Sell |
263
-641
| -71% | -$73.1K | 0.02% | 415 |
|
|
2020
Q4 | $108K | Buy |
+904
| New | +$108K | 0.1% | 194 |
|