Crew Capital 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
Q3 | – | Sell |
-2,199
| Closed | -$206K | – | 135 |
|
|
2024
Q2 | $206K | Buy |
+2,199
| New | +$206K | 0.16% | 109 |
|
|
2023
Q3 | – | Sell |
-2,358
| Closed | -$228K | – | 81 |
|
|
2023
Q2 | $228K | Buy |
2,358
+221
| +10% | +$21.3K | 0.26% | 78 |
|
|
2023
Q1 | $212K | Buy |
+2,137
| New | +$212K | 0.3% | 83 |
|
|
2022
Q4 | – | Sell |
-6,436
| Closed | -$618K | – | 94 |
|
|
2022
Q3 | $618K | Buy |
6,436
+528
| +9% | +$50.7K | 0.84% | 30 |
|
|
2022
Q2 | $604K | Sell |
5,908
-196
| -3% | -$20K | 0.76% | 33 |
|
|
2022
Q1 | $656K | Buy |
6,104
+364
| +6% | +$39.1K | 0.63% | 40 |
|
|
2021
Q4 | $660K | Sell |
5,740
-90
| -2% | -$10.3K | 0.56% | 40 |
|
|
2021
Q3 | $672K | Hold |
5,830
| – | – | 0.63% | 38 |
|
|
2021
Q2 | $673K | Sell |
5,830
-660
| -10% | -$76.2K | 0.63% | 38 |
|
|
2021
Q1 | $733K | Buy |
+6,490
| New | +$733K | 0.73% | 40 |
|