Bar Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,229
| Closed | -$204K | – | 261 |
|
|
2023
Q3 | $204K | Hold |
2,229
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $215K | Buy |
+2,229
| New | +$215K | 0.02% | 238 |
|
|
2023
Q1 | – | Sell |
-2,176
| Closed | -$208K | – | 255 |
|
|
2022
Q4 | $208K | Sell |
2,176
-2,000
| -48% | -$192K | 0.02% | 237 |
|
|
2022
Q3 | $401K | Sell |
4,176
-127
| -3% | -$12.2K | 0.03% | 195 |
|
|
2022
Q2 | $440K | Buy |
+4,303
| New | +$440K | 0.04% | 197 |
|
|
2020
Q1 | – | Sell |
-2,202
| Closed | -$243K | – | 253 |
|
|
2019
Q4 | $243K | Sell |
2,202
-346
| -14% | -$38.2K | 0.03% | 269 |
|
|
2019
Q3 | $287K | Sell |
2,548
-204
| -7% | -$23K | 0.03% | 259 |
|
|
2019
Q2 | $303K | Buy |
2,752
+684
| +33% | +$75.3K | 0.04% | 248 |
|
|
2019
Q1 | $221K | Buy |
+2,068
| New | +$221K | 0.03% | 275 |
|
|
2017
Q3 | – | Sell |
-1,958
| Closed | -$209K | – | 308 |
|
|
2017
Q2 | $209K | Buy |
+1,958
| New | +$209K | 0.03% | 295 |
|
|
2016
Q4 | – | Sell |
-1,810
| Closed | -$203K | – | 358 |
|
|
2016
Q3 | $203K | Buy |
+1,810
| New | +$203K | 0.02% | 331 |
|