Connecticut 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,554
| Closed | -$1.21M | – | 211 |
|
|
2022
Q3 | $1.21M | Sell |
12,554
-16,300
| -56% | -$1.56M | 0.11% | 71 |
|
|
2022
Q2 | $2.95M | Sell |
28,854
-39
| -0.1% | -$3.99K | 0.26% | 47 |
|
|
2022
Q1 | $3.11M | Buy |
28,893
+4
| +0% | +$430 | 0.24% | 53 |
|
|
2021
Q4 | $3.32M | Hold |
28,889
| – | – | 0.26% | 49 |
|
|
2021
Q3 | $3.33M | Hold |
28,889
| – | – | 0.29% | 45 |
|
|
2021
Q2 | $3.34M | Hold |
28,889
| – | – | 0.29% | 46 |
|
|
2021
Q1 | $3.26M | Hold |
28,889
| – | – | 0.3% | 36 |
|
|
2020
Q4 | $3.47M | Hold |
28,889
| – | – | 0.37% | 40 |
|
|
2020
Q3 | $3.52M | Hold |
28,889
| – | – | 0.39% | 42 |
|
|
2020
Q2 | $3.52M | Sell |
28,889
-98
| -0.3% | -$11.9K | 0.44% | 36 |
|
|
2020
Q1 | $3.52M | Hold |
28,987
| – | – | 0.53% | 37 |
|
|
2019
Q4 | $3.2M | Sell |
28,987
-235
| -0.8% | -$25.9K | 0.35% | 47 |
|
|
2019
Q3 | $3.29M | Hold |
29,222
| – | – | 0.41% | 43 |
|
|
2019
Q2 | $3.22M | Buy |
+29,222
| New | +$3.22M | 0.4% | 44 |
|