Asset Dedication LLC’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 | – | Sell |
-247
| Closed | -$24.2K | – | 1134 |
|
|
2024
Q3 | $24.2K | Buy |
+247
| New | +$24.2K | ﹤0.01% | 647 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$2K | – | 1210 |
|
|
2024
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 892 |
|
|
2022
Q2 | – | Sell |
-35
| Closed | -$4K | – | 700 |
|
|
2022
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 781 |
|
|
2021
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 770 |
|
|
2019
Q2 | – | Sell |
-28
| Closed | -$3K | – | 604 |
|
|
2019
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 554 |
|
|
2017
Q1 | – | Sell |
-68
| Closed | -$7K | – | 381 |
|
|
2016
Q4 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 320 |
|
|
2016
Q1 | – | Sell |
-640
| Closed | -$68K | – | 517 |
|
|
2015
Q4 | $68K | Buy |
+640
| New | +$68K | 0.04% | 208 |
|