All Season Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,535
| Closed | -$524K | – | 100 |
|
|
2024
Q1 | $524K | Sell |
5,535
-42,090
| -88% | -$3.98M | 0.43% | 64 |
|
|
2023
Q4 | $4.59M | Buy |
+47,625
| New | +$4.59M | 3.9% | 6 |
|
|
2023
Q3 | – | Sell |
-40,648
| Closed | -$3.93M | – | 96 |
|
|
2023
Q2 | $3.93M | Buy |
40,648
+32,256
| +384% | +$3.12M | 3.52% | 6 |
|
|
2023
Q1 | $832K | Sell |
8,392
-18,206
| -68% | -$1.8M | 0.75% | 29 |
|
|
2022
Q4 | $2.55M | Buy |
+26,598
| New | +$2.55M | 2.25% | 15 |
|
|
2022
Q3 | – | Sell |
-128,228
| Closed | -$13.1M | – | 115 |
|
|
2022
Q2 | $13.1M | Buy |
+128,228
| New | +$13.1M | 11.22% | 1 |
|