Arrowroot Family Office’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
Q4 | $236K | Buy |
+2,553
| New | +$236K | 0.12% | 118 |
|
2024
Q2 | – | Sell |
-4,061
| Closed | -$384K | – | 123 |
|
2024
Q1 | $384K | Buy |
4,061
+734
| +22% | +$69.5K | 0.25% | 89 |
|
2023
Q4 | $321K | Buy |
3,327
+309
| +10% | +$29.8K | 0.23% | 97 |
|
2023
Q3 | $276K | Buy |
3,018
+12
| +0.4% | +$1.1K | 0.22% | 101 |
|
2023
Q2 | $290K | Buy |
3,006
+526
| +21% | +$50.8K | 0.22% | 103 |
|
2023
Q1 | $246K | Buy |
+2,480
| New | +$246K | 0.21% | 101 |
|