Buckingham Strategic 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
Q2 | $219K | Buy |
2,337
+5
| +0.2% | +$468 | ﹤0.01% | 685 |
|
|
2024
Q1 | $221K | Sell |
2,332
-515
| -18% | -$48.8K | ﹤0.01% | 681 |
|
|
2023
Q4 | $274K | Sell |
2,847
-179
| -6% | -$17.3K | ﹤0.01% | 590 |
|
|
2023
Q3 | $277K | Sell |
3,026
-1,242
| -29% | -$114K | ﹤0.01% | 543 |
|
|
2023
Q2 | $412K | Buy |
4,268
+1,785
| +72% | +$172K | 0.01% | 469 |
|
|
2023
Q1 | $238K | Hold |
2,483
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $238K | Sell |
2,483
-663
| -21% | -$63.5K | ﹤0.01% | 529 |
|
|
2022
Q3 | $302K | Buy |
3,146
+102
| +3% | +$9.79K | 0.01% | 467 |
|
|
2022
Q2 | $311K | Buy |
3,044
+624
| +26% | +$63.8K | 0.01% | 459 |
|
|
2022
Q1 | $260K | Sell |
2,420
-614
| -20% | -$66K | 0.01% | 506 |
|
|
2021
Q4 | $349K | Buy |
3,034
+55
| +2% | +$6.33K | 0.01% | 442 |
|
|
2021
Q3 | $343K | Buy |
2,979
+47
| +2% | +$5.41K | 0.01% | 433 |
|
|
2021
Q2 | $339K | Buy |
2,932
+341
| +13% | +$39.4K | 0.01% | 440 |
|
|
2021
Q1 | $293K | Buy |
2,591
+457
| +21% | +$51.7K | 0.01% | 441 |
|
|
2020
Q4 | $256K | Buy |
+2,134
| New | +$256K | 0.01% | 452 |
|
|
2020
Q1 | – | Sell |
-1,886
| Closed | -$208K | – | 487 |
|
|
2019
Q4 | $208K | Buy |
+1,886
| New | +$208K | 0.02% | 432 |
|
|
2018
Q2 | – | Sell |
-2,944
| Closed | -$304K | – | 367 |
|
|
2018
Q1 | $304K | Sell |
2,944
-254
| -8% | -$26.2K | 0.06% | 240 |
|
|
2017
Q4 | $338K | Buy |
3,198
+73
| +2% | +$7.72K | 0.07% | 220 |
|
|
2017
Q3 | $333K | Buy |
3,125
+546
| +21% | +$58.2K | 0.08% | 212 |
|
|
2017
Q2 | $275K | Buy |
+2,579
| New | +$275K | 0.06% | 230 |
|