Congress Wealth Management’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 |
-3,412
| Closed | -$329K | – | 605 |
|
|
2023
Q4 | $329K | Sell |
3,412
-2,465
| -42% | -$238K | 0.01% | 514 |
|
|
2023
Q3 | $538K | Sell |
5,877
-5
| -0.1% | -$458 | 0.01% | 452 |
|
|
2023
Q2 | $568K | Sell |
5,882
-5,659
| -49% | -$547K | 0.01% | 401 |
|
|
2023
Q1 | $1.14M | Sell |
11,541
-4,867
| -30% | -$482K | 0.03% | 326 |
|
|
2022
Q4 | $1.57M | Sell |
16,408
-1,212,368
| -99% | -$116M | 0.04% | 288 |
|
|
2022
Q3 | $118M | Buy |
1,228,776
+136,058
| +12% | +$13.1M | 3.18% | 2 |
|
|
2022
Q2 | $112M | Buy |
1,092,718
+78,452
| +8% | +$8.03M | 2.86% | 2 |
|
|
2022
Q1 | $109M | Buy |
1,014,266
+353,147
| +53% | +$38M | 2.38% | 2 |
|
|
2021
Q4 | $76M | Buy |
+661,119
| New | +$76M | 1.51% | 7 |
|