Beacon Pointe Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,287
| Closed | -$318K | – | 1323 |
|
|
2023
Q2 | $318K | Sell |
3,287
-2,536
| -44% | -$245K | 0.01% | 862 |
|
|
2023
Q1 | $577K | Buy |
5,823
+3,477
| +148% | +$345K | 0.01% | 715 |
|
|
2022
Q4 | $225K | Buy |
+2,346
| New | +$225K | ﹤0.01% | 954 |
|
|
2022
Q2 | – | Sell |
-109,711
| Closed | -$11.8M | – | 1130 |
|
|
2022
Q1 | $11.8M | Buy |
109,711
+104,868
| +2,165% | +$11.3M | 0.16% | 135 |
|
|
2021
Q4 | $557K | Buy |
+4,843
| New | +$557K | 0.01% | 538 |
|
|
2021
Q3 | – | Sell |
-5,768
| Closed | -$666K | – | 932 |
|
|
2021
Q2 | $666K | Buy |
+5,768
| New | +$666K | 0.02% | 413 |
|