Aprio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,326
| Closed | -$321K | – | 254 |
|
|
2023
Q4 | $321K | Buy |
+3,326
| New | +$321K | 0.07% | 128 |
|
|
2023
Q3 | – | Sell |
-5,949
| Closed | -$575K | – | 187 |
|
|
2023
Q2 | $575K | Buy |
5,949
+1,505
| +34% | +$145K | 0.16% | 70 |
|
|
2023
Q1 | $440K | Sell |
4,444
-1,223
| -22% | -$121K | 0.14% | 73 |
|
|
2022
Q4 | $543K | Hold |
5,667
| – | – | 0.19% | 60 |
|
|
2022
Q3 | $544K | Hold |
5,667
| – | – | 0.22% | 56 |
|
|
2022
Q2 | $580K | Sell |
5,667
-511
| -8% | -$52.3K | 0.23% | 44 |
|
|
2022
Q1 | $664K | Buy |
6,178
+1,564
| +34% | +$168K | 0.25% | 45 |
|
|
2021
Q4 | $531K | Sell |
4,614
-1,002
| -18% | -$115K | 0.22% | 42 |
|
|
2021
Q3 | $647K | Buy |
5,616
+855
| +18% | +$98.5K | 0.29% | 40 |
|
|
2021
Q2 | $550K | Buy |
+4,761
| New | +$550K | 0.26% | 39 |
|
|
2020
Q4 | $536K | Sell |
4,466
-2,930
| -40% | -$352K | 0.35% | 29 |
|
|
2020
Q3 | $901K | Sell |
7,396
-545
| -7% | -$66.4K | 0.64% | 27 |
|
|
2020
Q2 | $968K | Sell |
7,941
-510
| -6% | -$62.2K | 0.93% | 23 |
|
|
2020
Q1 | $1.03M | Sell |
8,451
-55
| -0.6% | -$6.68K | 1.3% | 16 |
|
|
2019
Q4 | $938K | Buy |
+8,506
| New | +$938K | 0.69% | 23 |
|