Bison Wealth’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 | $19.6M | Buy |
212,029
+113,663
| +116% | +$10.5M | 4.32% | 2 |
|
|
2024
Q3 | $9.65M | Sell |
98,366
-25,190
| -20% | -$2.47M | 1.54% | 12 |
|
|
2024
Q2 | $11.7M | Hold |
123,556
| – | – | 1.9% | 7 |
|
|
2024
Q1 | $11.7M | Buy |
123,556
+99,965
| +424% | +$9.46M | 1.9% | 7 |
|
|
2023
Q4 | $2.27M | Buy |
+23,591
| New | +$2.27M | 0.4% | 63 |
|
|
2022
Q3 | – | Sell |
-533
| Closed | -$55K | – | 276 |
|
|
2022
Q2 | $55K | Sell |
533
-3,312
| -86% | -$342K | 0.03% | 224 |
|
|
2022
Q1 | $413K | Buy |
3,845
+3,810
| +10,886% | +$409K | 0.21% | 128 |
|
|
2021
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 321 |
|
|
2021
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $4K | Sell |
35
-675
| -95% | -$77.1K | ﹤0.01% | 439 |
|
|
2021
Q1 | $80K | Sell |
710
-557
| -44% | -$62.8K | 0.03% | 295 |
|
|
2020
Q4 | $152K | Buy |
1,267
+380
| +43% | +$45.6K | 0.07% | 236 |
|
|
2020
Q3 | $108K | Hold |
887
| – | – | 0.06% | 217 |
|
|
2020
Q2 | $108K | Buy |
887
+370
| +72% | +$45.1K | 0.07% | 217 |
|
|
2020
Q1 | $63K | Buy |
517
+480
| +1,297% | +$58.5K | 0.05% | 226 |
|
|
2019
Q4 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 374 |
|