Baker Tilly 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
Q3 | – | Sell |
-2,614
| Closed | -$245K | – | 256 |
|
|
2024
Q2 | $245K | Sell |
2,614
-13,605
| -84% | -$1.27M | 0.1% | 230 |
|
|
2024
Q1 | $1.54M | Sell |
16,219
-1,864
| -10% | -$176K | 0.28% | 86 |
|
|
2023
Q4 | $1.74M | Sell |
18,083
-541
| -3% | -$52.1K | 0.29% | 77 |
|
|
2023
Q3 | $1.71M | Sell |
18,624
-4,813
| -21% | -$441K | 0.28% | 79 |
|
|
2023
Q2 | $2.26M | Sell |
23,437
-287
| -1% | -$27.7K | 0.24% | 91 |
|
|
2023
Q1 | $2.35M | Buy |
23,724
+5,652
| +31% | +$560K | 0.26% | 84 |
|
|
2022
Q4 | $1.73M | Sell |
18,072
-2,475
| -12% | -$237K | 0.21% | 114 |
|
|
2022
Q3 | $1.97M | Buy |
+20,547
| New | +$1.97M | 0.27% | 81 |
|
|
2021
Q4 | – | Sell |
-11,407
| Closed | -$1.31M | – | 532 |
|
|
2021
Q3 | $1.31M | Sell |
11,407
-104
| -0.9% | -$12K | 0.17% | 121 |
|
|
2021
Q2 | $1.33M | Sell |
11,511
-15
| -0.1% | -$1.73K | 0.21% | 103 |
|
|
2021
Q1 | $1.3M | Buy |
11,526
+1,782
| +18% | +$201K | 0.27% | 94 |
|
|
2020
Q4 | $1.17M | Buy |
+9,744
| New | +$1.17M | 0.36% | 65 |
|