Altium Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $416K | Sell |
4,067
-252
| -6% | -$25.8K | 0.03% | 265 |
|
|
2022
Q1 | $464K | Buy |
4,319
+41
| +1% | +$4.41K | 0.03% | 266 |
|
|
2021
Q4 | $492K | Sell |
4,278
-46
| -1% | -$5.29K | 0.03% | 256 |
|
|
2021
Q3 | $498K | Buy |
4,324
+243
| +6% | +$28K | 0.04% | 229 |
|
|
2021
Q2 | $471K | Sell |
4,081
-208
| -5% | -$24K | 0.03% | 244 |
|
|
2021
Q1 | $484K | Buy |
4,289
+481
| +13% | +$54.3K | 0.04% | 227 |
|
|
2020
Q4 | $457K | Sell |
3,808
-24
| -0.6% | -$2.88K | 0.04% | 214 |
|
|
2020
Q3 | $467K | Buy |
3,832
+439
| +13% | +$53.5K | 0.05% | 182 |
|
|
2020
Q2 | $414K | Buy |
+3,393
| New | +$414K | 0.05% | 214 |
|