Avaii 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
Q4 | – | Sell |
-2,873
| Closed | -$282K | – | 135 |
|
|
2024
Q3 | $282K | Buy |
2,873
+275
| +11% | +$27K | 0.14% | 104 |
|
|
2024
Q2 | $243K | Buy |
2,598
+111
| +4% | +$10.4K | 0.13% | 124 |
|
|
2024
Q1 | $235K | Sell |
2,487
-5,137
| -67% | -$486K | 0.14% | 126 |
|
|
2023
Q4 | $735K | Buy |
7,624
+740
| +11% | +$71.3K | 0.48% | 46 |
|
|
2023
Q3 | $631K | Buy |
6,884
+534
| +8% | +$48.9K | 0.48% | 46 |
|
|
2023
Q2 | $613K | Buy |
+6,350
| New | +$613K | 0.47% | 48 |
|
|
2022
Q1 | – | Sell |
-9,427
| Closed | -$1.08M | – | 126 |
|
|
2021
Q4 | $1.08M | Buy |
+9,427
| New | +$1.08M | 1.09% | 14 |
|