Blue Zone Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,574
| Closed | -$1.56M | – | 104 |
|
|
2021
Q3 | $1.56M | Sell |
13,574
-22,423
| -62% | -$2.58M | 0.54% | 61 |
|
|
2021
Q2 | $4.16M | Sell |
35,997
-15,449
| -30% | -$1.78M | 1.56% | 18 |
|
|
2021
Q1 | $5.81M | Sell |
51,446
-13,494
| -21% | -$1.52M | 2.47% | 4 |
|
|
2020
Q4 | $7.79M | Sell |
64,940
-26,608
| -29% | -$3.19M | 3.76% | 4 |
|
|
2020
Q3 | $11.2M | Sell |
91,548
-11,851
| -11% | -$1.44M | 6.29% | 4 |
|
|
2020
Q2 | $12.6M | Sell |
103,399
-2,713
| -3% | -$331K | 7.03% | 5 |
|
|
2020
Q1 | $12.9M | Buy |
106,112
+2,132
| +2% | +$259K | 12.09% | 1 |
|
|
2019
Q4 | $11.5M | Buy |
+103,980
| New | +$11.5M | 7.39% | 4 |
|