Acima Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-77,675
| Closed | -$7.11M | – | 249 |
|
|
2023
Q3 | $7.11M | Buy |
77,675
+14,410
| +23% | +$1.32M | 3.17% | 8 |
|
|
2023
Q2 | $6.11M | Sell |
63,265
-64
| -0.1% | -$6.18K | 2.92% | 8 |
|
|
2023
Q1 | $6.28M | Buy |
63,329
+2,772
| +5% | +$275K | 3.08% | 8 |
|
|
2022
Q4 | $5.8M | Sell |
60,557
-1,152
| -2% | -$110K | 2.97% | 8 |
|
|
2022
Q3 | $5.92M | Buy |
61,709
+1,787
| +3% | +$172K | 3.04% | 8 |
|
|
2022
Q2 | $6.13M | Buy |
+59,922
| New | +$6.13M | 3.06% | 7 |
|