Colonial River Investments’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
Q4 | – | Sell |
-13,573
| Closed | -$1.24M | – | 204 |
|
|
2023
Q3 | $1.24M | Buy |
13,573
+102
| +0.8% | +$9.34K | 0.81% | 37 |
|
|
2023
Q2 | $1.3M | Sell |
13,471
-80,612
| -86% | -$7.79M | 0.86% | 31 |
|
|
2023
Q1 | $9.33M | Buy |
+94,083
| New | +$9.33M | 5.47% | 1 |
|
|
2022
Q4 | – | Sell |
-20,388
| Closed | -$1.96M | – | 186 |
|
|
2022
Q3 | $1.96M | Buy |
20,388
+11,311
| +125% | +$1.09M | 1.36% | 17 |
|
|
2022
Q2 | $929K | Buy |
9,077
+1,284
| +16% | +$131K | 0.61% | 44 |
|
|
2022
Q1 | $838K | Buy |
+7,793
| New | +$838K | 0.48% | 60 |
|