Cypress Wealth Services’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 | – | Sell |
-10,373
| Closed | -$1M | – | 250 |
|
|
2023
Q2 | $1M | Buy |
10,373
+5,461
| +111% | +$528K | 0.26% | 73 |
|
|
2023
Q1 | $487K | Sell |
4,912
-3,139
| -39% | -$311K | 0.14% | 127 |
|
|
2022
Q4 | $771K | Sell |
8,051
-3,032
| -27% | -$290K | 0.25% | 84 |
|
|
2022
Q3 | $1.06M | Buy |
11,083
+4,977
| +82% | +$474K | 0.36% | 69 |
|
|
2022
Q2 | $625K | Buy |
6,106
+64
| +1% | +$6.55K | 0.2% | 94 |
|
|
2022
Q1 | $649K | Buy |
6,042
+2,069
| +52% | +$222K | 0.18% | 95 |
|
|
2021
Q4 | $457K | Buy |
3,973
+1,760
| +80% | +$202K | 0.13% | 126 |
|
|
2021
Q3 | $255K | Buy |
+2,213
| New | +$255K | 0.08% | 187 |
|