Boston Financial 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
Q4 | $347K | Sell |
3,750
-7,381
| -66% | -$682K | 0.01% | 274 |
|
|
2024
Q3 | $1.09M | Hold |
11,131
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $1.04M | Hold |
11,131
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $1.05M | Sell |
11,131
-197
| -2% | -$18.6K | 0.03% | 192 |
|
|
2023
Q4 | $1.09M | Sell |
11,328
-646
| -5% | -$62.3K | 0.04% | 181 |
|
|
2023
Q3 | $1.1M | Sell |
11,974
-8
| -0.1% | -$733 | 0.04% | 171 |
|
|
2023
Q2 | $1.16M | Sell |
11,982
-2,238
| -16% | -$216K | 0.04% | 175 |
|
|
2023
Q1 | $1.41M | Sell |
14,220
-5,775
| -29% | -$572K | 0.06% | 154 |
|
|
2022
Q4 | $1.92M | Sell |
19,995
-3,996
| -17% | -$383K | 0.08% | 136 |
|
|
2022
Q3 | $2.3M | Sell |
23,991
-44,206
| -65% | -$4.24M | 0.1% | 117 |
|
|
2022
Q2 | $6.98M | Buy |
68,197
+25,624
| +60% | +$2.62M | 0.3% | 70 |
|
|
2022
Q1 | $4.58M | Buy |
+42,573
| New | +$4.58M | 0.17% | 86 |
|
|
2017
Q3 | – | Sell |
-69,875
| Closed | -$7.45M | – | 266 |
|
|
2017
Q2 | $7.45M | Sell |
69,875
-3,262
| -4% | -$348K | 0.54% | 67 |
|
|
2017
Q1 | $7.72M | Sell |
73,137
-1,305
| -2% | -$138K | 0.58% | 64 |
|
|
2016
Q4 | $7.8M | Sell |
74,442
-60
| -0.1% | -$6.29K | 0.62% | 58 |
|
|
2016
Q3 | $8.34M | Sell |
74,502
-1,385
| -2% | -$155K | 0.68% | 48 |
|
|
2016
Q2 | $8.57M | Buy |
+75,887
| New | +$8.57M | 0.7% | 44 |
|