Clearview Wealth Advisors’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 |
-23,629
| Closed | -$2.28M | – | 350 |
|
|
2023
Q2 | $2.28M | Buy |
+23,629
| New | +$2.28M | 2.32% | 8 |
|
|
2022
Q4 | – | Sell |
-58
| Closed | -$6K | – | 641 |
|
|
2022
Q3 | $6K | Sell |
58
-64
| -52% | -$6.62K | ﹤0.01% | 390 |
|
|
2022
Q2 | $12K | Buy |
122
+1
| +0.8% | +$98 | 0.01% | 336 |
|
|
2022
Q1 | $13K | Hold |
121
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $14K | Hold |
121
| – | – | 0.01% | 369 |
|
|
2021
Q3 | $14K | Buy |
121
+1
| +0.8% | +$116 | 0.01% | 376 |
|
|
2021
Q2 | $14K | Sell |
120
-680
| -85% | -$79.3K | 0.01% | 376 |
|
|
2021
Q1 | $90K | Buy |
800
+41
| +5% | +$4.61K | 0.06% | 166 |
|
|
2020
Q4 | $91K | Buy |
+759
| New | +$91K | 0.06% | 145 |
|