Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,924
| Closed | -$483K | – | 359 |
|
|
2024
Q3 | $483K | Buy |
4,924
+144
| +3% | +$14.1K | 0.13% | 131 |
|
|
2024
Q2 | $448K | Sell |
4,780
-8,414
| -64% | -$788K | 0.12% | 148 |
|
|
2024
Q1 | $1.25M | Sell |
13,194
-2,754
| -17% | -$261K | 0.35% | 55 |
|
|
2023
Q4 | $1.54M | Sell |
15,948
-5,435
| -25% | -$524K | 0.5% | 41 |
|
|
2023
Q3 | $1.96M | Sell |
21,383
-3,380
| -14% | -$310K | 0.72% | 31 |
|
|
2023
Q2 | $2.39M | Buy |
24,763
+93
| +0.4% | +$8.98K | 0.89% | 23 |
|
|
2023
Q1 | $2.45M | Buy |
24,670
+22,468
| +1,020% | +$2.23M | 1.02% | 16 |
|
|
2022
Q4 | $211K | Sell |
2,202
-105
| -5% | -$10.1K | 0.11% | 208 |
|
|
2022
Q3 | $221K | Sell |
2,307
-19
| -0.8% | -$1.82K | 0.21% | 131 |
|
|
2022
Q2 | $238K | Sell |
2,326
-218
| -9% | -$22.3K | 0.22% | 130 |
|
|
2022
Q1 | $273K | Buy |
2,544
+217
| +9% | +$23.3K | 0.23% | 116 |
|
|
2021
Q4 | $268K | Buy |
+2,327
| New | +$268K | 0.24% | 112 |
|