Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14
| Closed | -$1.33K | – | 893 |
|
|
2024
Q1 | $1.33K | Hold |
14
| – | – | ﹤0.01% | 840 |
|
|
2023
Q4 | $1.35K | Hold |
14
| – | – | ﹤0.01% | 746 |
|
|
2023
Q3 | $1.28K | Hold |
14
| – | – | ﹤0.01% | 761 |
|
|
2023
Q2 | $1.35K | Hold |
14
| – | – | ﹤0.01% | 770 |
|
|
2023
Q1 | $1.39K | Hold |
14
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $1.34K | Buy |
+14
| New | +$1.34K | ﹤0.01% | 772 |
|