EisnerAmper Wealth Management Corporate Benefits’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
Q4 | $1.71M | Sell |
17,716
-13,466
| -43% | -$1.3M | 0.62% | 37 |
|
|
2023
Q3 | $2.86M | Sell |
31,182
-145
| -0.5% | -$13.3K | 1.27% | 27 |
|
|
2023
Q2 | $3.03M | Sell |
31,327
-276
| -0.9% | -$26.7K | 1.45% | 21 |
|
|
2023
Q1 | $3.13M | Buy |
31,603
+13,336
| +73% | +$1.32M | 1.51% | 22 |
|
|
2022
Q4 | $1.75M | Sell |
18,267
-10,898
| -37% | -$1.04M | 0.89% | 27 |
|
|
2022
Q3 | $2.8M | Buy |
+29,165
| New | +$2.8M | 1.6% | 21 |
|
|
2021
Q4 | – | Sell |
-10,312
| Closed | -$1.19M | – | 51 |
|
|
2021
Q3 | $1.19M | Buy |
10,312
+3,495
| +51% | +$403K | 0.6% | 32 |
|
|
2021
Q2 | $787K | Buy |
6,817
+2,345
| +52% | +$271K | 0.4% | 33 |
|
|
2021
Q1 | $505K | Buy |
4,472
+1,193
| +36% | +$135K | 0.27% | 34 |
|
|
2020
Q4 | $393K | Buy |
3,279
+384
| +13% | +$46K | 0.23% | 32 |
|
|
2020
Q3 | $353K | Buy |
2,895
+179
| +7% | +$21.8K | 0.23% | 34 |
|
|
2020
Q2 | $331K | Buy |
+2,716
| New | +$331K | 0.23% | 34 |
|
|
2018
Q2 | – | Sell |
-2,293
| Closed | -$237K | – | 37 |
|
|
2018
Q1 | $237K | Buy |
+2,293
| New | +$237K | 0.2% | 32 |
|