Cascadia Advisory Services’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
Q3 | $10.1M | Buy |
+87,410
| New | +$10.1M | 2.04% | 8 |
|
|
2021
Q2 | – | Sell |
-71,696
| Closed | -$8.1M | – | 246 |
|
|
2021
Q1 | $8.1M | Buy |
+71,696
| New | +$8.1M | 1.79% | 10 |
|
|
2020
Q3 | $7.27M | Sell |
59,699
-53,937
| -47% | -$6.57M | 2.04% | 10 |
|
|
2020
Q2 | $13.8M | Buy |
+113,636
| New | +$13.8M | 4.24% | 3 |
|
|
2019
Q4 | $1.73M | Buy |
+15,677
| New | +$1.73M | 0.49% | 67 |
|