Cornerstone Retirement Group’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
Q3 | $115M | Buy |
1,257,747
+307,901
| +32% | +$28.2M | 32.94% | 2 |
|
|
2023
Q2 | $91.8M | Buy |
949,846
+21,719
| +2% | +$2.1M | 25.36% | 3 |
|
|
2023
Q1 | $92M | Sell |
928,127
-131,401
| -12% | -$13M | 26.98% | 3 |
|
|
2022
Q4 | $101M | Buy |
1,059,528
+5,972
| +0.6% | +$572K | 30.41% | 2 |
|
|
2022
Q3 | $101M | Sell |
1,053,556
-27,314
| -3% | -$2.61M | 30.7% | 2 |
|
|
2022
Q2 | $111M | Buy |
1,080,870
+378,537
| +54% | +$38.7M | 31.64% | 2 |
|
|
2022
Q1 | $72.5M | Buy |
+702,333
| New | +$72.5M | 13.61% | 3 |
|