EWG Elevate’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 |
-1,133
| Closed | -$109K | – | 377 |
|
2022
Q4 | $109K | Buy |
+1,133
| New | +$109K | 0.05% | 112 |
|
2022
Q1 | – | Sell |
-2,677
| Closed | -$308K | – | 101 |
|
2021
Q4 | $308K | Sell |
2,677
-795
| -23% | -$91.5K | 0.15% | 66 |
|
2021
Q3 | $400K | Hold |
3,472
| – | – | 0.17% | 64 |
|
2021
Q2 | $400K | Sell |
3,472
-738
| -18% | -$85K | 0.16% | 61 |
|
2021
Q1 | $475K | Hold |
4,210
| – | – | 0.21% | 55 |
|
2020
Q4 | $505K | Hold |
4,210
| – | – | 0.23% | 57 |
|
2020
Q3 | $513K | Sell |
4,210
-908
| -18% | -$111K | 0.3% | 48 |
|
2020
Q2 | $624K | Sell |
5,118
-1,250
| -20% | -$152K | 0.42% | 37 |
|
2020
Q1 | $774K | Sell |
6,368
-1,552
| -20% | -$189K | 0.59% | 34 |
|
2019
Q4 | $873K | Buy |
+7,920
| New | +$873K | 0.47% | 42 |
|