Epic Trust Investment Advisors’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
Q2 | – | Sell |
-2,363
| Closed | -$2.34M | – | 109 |
|
|
2023
Q1 | $2.34M | Sell |
2,363
-980
| -29% | -$972K | 2.86% | 6 |
|
|
2022
Q4 | $320K | Sell |
3,343
-347
| -9% | -$33.2K | 0.48% | 66 |
|
|
2022
Q3 | $354K | Buy |
3,690
+1,505
| +69% | +$144K | 0.49% | 61 |
|
|
2022
Q2 | $224K | Sell |
2,185
-6,129
| -74% | -$628K | 0.42% | 57 |
|
|
2022
Q1 | $894K | Sell |
8,314
-451
| -5% | -$48.5K | 1.39% | 20 |
|
|
2021
Q4 | $1.01M | Buy |
+8,765
| New | +$1.01M | 1.46% | 17 |
|