Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-94
| Closed | -$8.69K | – | 528 |
|
|
2024
Q4 | $8.69K | Buy |
94
+1
| +1% | +$92 | ﹤0.01% | 403 |
|
|
2024
Q3 | $9.11K | Sell |
93
-2
| -2% | -$196 | ﹤0.01% | 398 |
|
|
2024
Q2 | $8.9K | Buy |
95
+1
| +1% | +$94 | ﹤0.01% | 395 |
|
|
2024
Q1 | $8.92K | Hold |
94
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $9.06K | Sell |
94
-63
| -40% | -$6.07K | ﹤0.01% | 415 |
|
|
2023
Q3 | $14.4K | Sell |
157
-136
| -46% | -$12.5K | 0.01% | 365 |
|
|
2023
Q2 | $28.3K | Sell |
293
-3,415
| -92% | -$330K | 0.01% | 310 |
|
|
2023
Q1 | $368K | Buy |
+3,708
| New | +$368K | 0.14% | 88 |
|