Bridge Advisory’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 |
-3,577
| Closed | -$328K | – | 129 |
|
|
2023
Q3 | $328K | Sell |
3,577
-201
| -5% | -$18.4K | 0.11% | 114 |
|
|
2023
Q2 | $365K | Sell |
3,778
-2
| -0.1% | -$193 | 0.13% | 98 |
|
|
2023
Q1 | $375K | Sell |
3,780
-3,867
| -51% | -$383K | 0.14% | 93 |
|
|
2022
Q4 | $732K | Buy |
+7,647
| New | +$732K | 0.31% | 69 |
|
|
2022
Q2 | – | Sell |
-20,648
| Closed | -$2.22M | – | 119 |
|
|
2022
Q1 | $2.22M | Sell |
20,648
-14,401
| -41% | -$1.55M | 0.97% | 20 |
|
|
2021
Q4 | $4.03M | Buy |
35,049
+31,703
| +947% | +$3.65M | 1.82% | 15 |
|
|
2021
Q3 | $386K | Sell |
3,346
-439
| -12% | -$50.6K | 0.19% | 60 |
|
|
2021
Q2 | $437K | Sell |
3,785
-12,758
| -77% | -$1.47M | 0.22% | 57 |
|
|
2021
Q1 | $1.87M | Buy |
+16,543
| New | +$1.87M | 1.16% | 16 |
|