AFS
Annapolis Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-309
| Closed | -$29.8K | – | 409 |
|
|
2023
Q4 | $29.8K | Sell |
309
-267
| -46% | -$25.7K | 0.01% | 246 |
|
|
2023
Q3 | $52.8K | Hold |
576
| – | – | 0.02% | 183 |
|
|
2023
Q2 | $55.6K | Buy |
576
+267
| +86% | +$25.8K | 0.02% | 177 |
|
|
2023
Q1 | $30.6K | Hold |
309
| – | – | 0.01% | 212 |
|
|
2022
Q4 | $29.6K | Hold |
309
| – | – | 0.01% | 211 |
|
|
2022
Q3 | $30K | Sell |
309
-8,570
| -97% | -$832K | 0.01% | 212 |
|
|
2022
Q2 | $908K | Hold |
8,879
| – | – | 0.33% | 54 |
|
|
2022
Q1 | $954K | Buy |
+8,879
| New | +$954K | 0.31% | 55 |
|