Client First Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-56,945
| Closed | -$5.49M | – | 18 |
|
|
2023
Q4 | $5.49M | Sell |
56,945
-15,904
| -22% | -$1.53M | 3.99% | 11 |
|
|
2023
Q3 | $6.67M | Sell |
72,849
-1,655
| -2% | -$152K | 4.83% | 9 |
|
|
2023
Q2 | $7.2M | Buy |
74,504
+357
| +0.5% | +$34.5K | 5.34% | 7 |
|
|
2023
Q1 | $7.35M | Sell |
74,147
-3,947
| -5% | -$391K | 5.61% | 9 |
|
|
2022
Q4 | $7.48M | Sell |
78,094
-2,908
| -4% | -$279K | 5.85% | 9 |
|
|
2022
Q3 | $7.78M | Sell |
81,002
-148
| -0.2% | -$14.2K | 5.7% | 9 |
|
|
2022
Q2 | $8.3M | Buy |
81,150
+1,116
| +1% | +$114K | 6.38% | 7 |
|
|
2022
Q1 | $8.6M | Buy |
80,034
+63,380
| +381% | +$6.81M | 5.78% | 8 |
|
|
2021
Q4 | $1.92M | Buy |
+16,654
| New | +$1.92M | 1.36% | 19 |
|