Client 1st Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,062
| Closed | -$222K | – | 76 |
|
|
2022
Q1 | $222K | Sell |
2,062
-66
| -3% | -$7.11K | 0.11% | 76 |
|
|
2021
Q4 | $245K | Sell |
2,128
-253
| -11% | -$29.1K | 0.12% | 69 |
|
|
2021
Q3 | $274K | Sell |
2,381
-1,134
| -32% | -$130K | 0.14% | 60 |
|
|
2021
Q2 | $406K | Sell |
3,515
-2,829
| -45% | -$327K | 0.21% | 44 |
|
|
2021
Q1 | $716K | Sell |
6,344
-1,691
| -21% | -$191K | 0.41% | 33 |
|
|
2020
Q4 | $952K | Sell |
8,035
-134
| -2% | -$15.9K | 0.62% | 20 |
|
|
2020
Q3 | $976K | Buy |
+8,169
| New | +$976K | 0.68% | 21 |
|