Dorsey & Whitney Trust’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
Q1 | – | Sell |
-14,712
| Closed | -$1.41M | – | 589 |
|
2022
Q4 | $1.41M | Buy |
14,712
+2,837
| +24% | +$272K | 0.14% | 149 |
|
2022
Q3 | $1.14M | Sell |
11,875
-539
| -4% | -$51.7K | 0.12% | 164 |
|
2022
Q2 | $1.27M | Buy |
12,414
+300
| +2% | +$30.7K | 0.13% | 156 |
|
2022
Q1 | $1.3M | Buy |
+12,114
| New | +$1.3M | 0.11% | 169 |
|
2021
Q1 | – | Sell |
-11,446
| Closed | -$1.37M | – | 533 |
|
2020
Q4 | $1.37M | Buy |
11,446
+25
| +0.2% | +$3K | 0.16% | 129 |
|
2020
Q3 | $1.39M | Sell |
11,421
-591
| -5% | -$72K | 0.19% | 121 |
|
2020
Q2 | $1.46M | Sell |
12,012
-1,904
| -14% | -$232K | 0.2% | 117 |
|
2020
Q1 | $1.69M | Sell |
13,916
-13,749
| -50% | -$1.67M | 0.29% | 92 |
|
2019
Q4 | $3.05M | Buy |
27,665
+1,498
| +6% | +$165K | 0.41% | 67 |
|
2019
Q3 | $2.94M | Buy |
+26,167
| New | +$2.94M | 0.43% | 60 |
|
2016
Q4 | – | Sell |
-2,500
| Closed | -$280K | – | 302 |
|
2016
Q3 | $280K | Buy |
+2,500
| New | +$280K | 0.06% | 202 |
|