Avalon Capital 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 |
-7,536
| Closed | -$739K | – | 140 |
|
|
2024
Q3 | $739K | Hold |
7,536
| – | – | 0.22% | 67 |
|
|
2024
Q2 | $706K | Hold |
7,536
| – | – | 0.22% | 60 |
|
|
2024
Q1 | $713K | Sell |
7,536
-20,516
| -73% | -$1.94M | 0.29% | 40 |
|
|
2023
Q4 | $2.7M | Buy |
+28,052
| New | +$2.7M | 1.14% | 25 |
|
|
2019
Q2 | – | Sell |
-50,306
| Closed | -$5.37M | – | 38 |
|
|
2019
Q1 | $5.37M | Buy |
50,306
+3,747
| +8% | +$400K | 4.55% | 8 |
|
|
2018
Q4 | $4.85M | Buy |
+46,559
| New | +$4.85M | 5.17% | 5 |
|
|
2015
Q1 | – | Sell |
-38,532
| Closed | -$4.08M | – | 71 |
|
|
2014
Q4 | $4.08M | Buy |
+38,532
| New | +$4.08M | 3.14% | 7 |
|
|
2013
Q3 | – | Sell |
-8,283
| Closed | -$849K | – | 88 |
|
|
2013
Q2 | $849K | Buy |
+8,283
| New | +$849K | 0.84% | 36 |
|