CIA
Choate Investment Advisors’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 |
-11,643
| Closed | -$1.1M | – | 389 |
|
|
2024
Q1 | $1.1M | Hold |
11,643
| – | – | 0.03% | 191 |
|
|
2023
Q4 | $1.12M | Sell |
11,643
-89
| -0.8% | -$8.58K | 0.03% | 169 |
|
|
2023
Q3 | $1.07M | Hold |
11,732
| – | – | 0.04% | 151 |
|
|
2023
Q2 | $1.13M | Buy |
11,732
+89
| +0.8% | +$8.6K | 0.05% | 130 |
|
|
2023
Q1 | $1.15M | Hold |
11,643
| – | – | 0.06% | 118 |
|
|
2022
Q4 | $1.12M | Sell |
11,643
-555
| -5% | -$53.2K | 0.07% | 114 |
|
|
2022
Q3 | $1.17M | Hold |
12,198
| – | – | 0.08% | 99 |
|
|
2022
Q2 | $1.25M | Sell |
12,198
-2,895
| -19% | -$296K | 0.08% | 102 |
|
|
2022
Q1 | $1.62M | Sell |
15,093
-985
| -6% | -$106K | 0.09% | 101 |
|
|
2021
Q4 | $1.85M | Sell |
16,078
-9,560
| -37% | -$1.1M | 0.11% | 86 |
|
|
2021
Q3 | $2.95M | Sell |
25,638
-278,739
| -92% | -$32.1M | 0.19% | 57 |
|
|
2021
Q2 | $35.2M | Sell |
304,377
-461,580
| -60% | -$53.3M | 2.13% | 7 |
|
|
2021
Q1 | $86.5M | Sell |
765,957
-656,272
| -46% | -$74.1M | 5.35% | 5 |
|
|
2020
Q4 | $171M | Buy |
1,422,229
+130,052
| +10% | +$15.6M | 10.36% | 3 |
|
|
2020
Q3 | $157M | Buy |
1,292,177
+320,659
| +33% | +$39.1M | 10.2% | 3 |
|
|
2020
Q2 | $118M | Buy |
971,518
+681,123
| +235% | +$83M | 8.59% | 3 |
|
|
2020
Q1 | $35.3M | Buy |
+290,395
| New | +$35.3M | 2.81% | 5 |
|