CBFP
Cedar Brook Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,751
| Closed | -$1.21M | – | 196 |
|
|
2024
Q1 | $1.21M | Buy |
12,751
+382
| +3% | +$36.2K | 0.24% | 101 |
|
|
2023
Q4 | $1.19M | Buy |
12,369
+3,209
| +35% | +$308K | 0.26% | 93 |
|
|
2023
Q3 | $839K | Buy |
9,160
+7,069
| +338% | +$647K | 0.22% | 111 |
|
|
2023
Q2 | $202K | Sell |
2,091
-7,206
| -78% | -$696K | 0.05% | 384 |
|
|
2023
Q1 | $921K | Buy |
+9,297
| New | +$921K | 0.24% | 109 |
|
|
2022
Q4 | – | Sell |
-2,877
| Closed | -$276K | – | 380 |
|
|
2022
Q3 | $276K | Buy |
+2,877
| New | +$276K | 0.09% | 254 |
|
|
2022
Q2 | – | Sell |
-2,260
| Closed | -$243K | – | 368 |
|
|
2022
Q1 | $243K | Buy |
2,260
+156
| +7% | +$16.8K | 0.06% | 318 |
|
|
2021
Q4 | $242K | Buy |
+2,104
| New | +$242K | 0.06% | 326 |
|
|
2021
Q1 | – | Sell |
-1,687
| Closed | -$202K | – | 331 |
|
|
2020
Q4 | $202K | Buy |
+1,687
| New | +$202K | 0.07% | 303 |
|
|
2020
Q3 | – | Sell |
-6,714
| Closed | -$818K | – | 300 |
|
|
2020
Q2 | $818K | Buy |
+6,714
| New | +$818K | 0.36% | 79 |
|
|
2019
Q3 | – | Sell |
-8,670
| Closed | -$954K | – | 309 |
|
|
2019
Q2 | $954K | Buy |
8,670
+6,399
| +282% | +$704K | 0.44% | 68 |
|
|
2019
Q1 | $242K | Buy |
+2,271
| New | +$242K | 0.12% | 232 |
|