CFS Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,340
| Closed | -$516K | – | 192 |
|
|
2023
Q2 | $516K | Buy |
+5,340
| New | +$516K | 0.07% | 160 |
|
|
2022
Q3 | – | Sell |
-5,156
| Closed | -$527K | – | 288 |
|
|
2022
Q2 | $527K | Sell |
5,156
-447,400
| -99% | -$45.7M | 0.08% | 162 |
|
|
2022
Q1 | $4K | Buy |
+452,556
| New | +$4K | 0.02% | 223 |
|
|
2021
Q4 | – | Sell |
-3,331
| Closed | -$384K | – | 217 |
|
|
2021
Q3 | $384K | Buy |
+3,331
| New | +$384K | 0.05% | 168 |
|
|
2020
Q4 | $930K | Buy |
+7,755
| New | +$930K | 0.15% | 124 |
|