Affinity Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,035
| Closed | -$219K | – | 114 |
|
|
2022
Q1 | $219K | Sell |
2,035
-96
| -5% | -$10.3K | 0.07% | 107 |
|
|
2021
Q4 | $245K | Sell |
2,131
-405
| -16% | -$46.6K | 0.07% | 109 |
|
|
2021
Q3 | $292K | Hold |
2,536
| – | – | 0.1% | 94 |
|
|
2021
Q2 | $293K | Sell |
2,536
-179
| -7% | -$20.7K | 0.1% | 94 |
|
|
2021
Q1 | $307K | Sell |
2,715
-908
| -25% | -$103K | 0.11% | 88 |
|
|
2020
Q4 | $435K | Sell |
3,623
-2,863
| -44% | -$344K | 0.18% | 68 |
|
|
2020
Q3 | $790K | Sell |
6,486
-880
| -12% | -$107K | 0.45% | 40 |
|
|
2020
Q2 | $898K | Hold |
7,366
| – | – | 0.59% | 33 |
|
|
2020
Q1 | $897K | Sell |
7,366
-90
| -1% | -$11K | 0.66% | 32 |
|
|
2019
Q4 | $822K | Buy |
+7,456
| New | +$822K | 0.54% | 33 |
|