Argent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,067
| Closed | -$205K | – | 135 |
|
|
2023
Q1 | $205K | Sell |
2,067
-1,593
| -44% | -$158K | 0.1% | 125 |
|
|
2022
Q4 | $351K | Sell |
3,660
-771
| -17% | -$73.8K | 0.18% | 102 |
|
|
2022
Q3 | $425K | Sell |
4,431
-2,701
| -38% | -$259K | 0.25% | 87 |
|
|
2022
Q2 | $730K | Sell |
7,132
-798
| -10% | -$81.7K | 0.41% | 67 |
|
|
2022
Q1 | $852K | Buy |
7,930
+118
| +2% | +$12.7K | 0.46% | 65 |
|
|
2021
Q4 | $898K | Sell |
7,812
-471
| -6% | -$54.1K | 0.48% | 60 |
|
|
2021
Q3 | $954K | Buy |
8,283
+1,552
| +23% | +$179K | 0.55% | 58 |
|
|
2021
Q2 | $777K | Buy |
6,731
+944
| +16% | +$109K | 0.47% | 65 |
|
|
2021
Q1 | $654K | Hold |
5,787
| – | – | 0.42% | 68 |
|
|
2020
Q4 | $694K | Sell |
5,787
-835
| -13% | -$100K | 0.42% | 64 |
|
|
2020
Q3 | $807K | Buy |
+6,622
| New | +$807K | 0.55% | 55 |
|