AXS Investments’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
Q1 | – | Sell |
-5,575
| Closed | -$537K | – | 355 |
|
|
2023
Q4 | $537K | Sell |
5,575
-2,945
| -35% | -$284K | 0.13% | 217 |
|
|
2023
Q3 | $780K | Buy |
8,520
+275
| +3% | +$25.2K | 0.2% | 169 |
|
|
2023
Q2 | $796K | Buy |
8,245
+4,089
| +98% | +$395K | 0.21% | 166 |
|
|
2023
Q1 | $412K | Hold |
4,156
| – | – | 0.14% | 185 |
|
|
2022
Q4 | $398K | Hold |
4,156
| – | – | 0.14% | 172 |
|
|
2022
Q3 | $399K | Hold |
4,156
| – | – | 0.16% | 173 |
|
|
2022
Q2 | $425K | Buy |
+4,156
| New | +$425K | 0.15% | 179 |
|