Executive 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 | $602K | Sell |
6,508
-471
| -7% | -$43.5K | 0.05% | 155 |
|
|
2024
Q3 | $685K | Buy |
+6,979
| New | +$685K | 0.05% | 151 |
|
|
2024
Q2 | – | Sell |
-77,059
| Closed | -$7.21M | – | 179 |
|
|
2024
Q1 | $7.21M | Buy |
77,059
+7,281
| +10% | +$681K | 0.63% | 55 |
|
|
2023
Q4 | $6.73M | Sell |
69,778
-1,587
| -2% | -$153K | 0.63% | 54 |
|
|
2023
Q3 | $6.54M | Sell |
71,365
-153
| -0.2% | -$14K | 0.68% | 51 |
|
|
2023
Q2 | $6.91M | Sell |
71,518
-851
| -1% | -$82.2K | 0.72% | 49 |
|
|
2023
Q1 | $7.17M | Buy |
72,369
+6,870
| +10% | +$681K | 0.8% | 35 |
|
|
2022
Q4 | $6.27M | Buy |
65,499
+61,335
| +1,473% | +$5.87M | 0.77% | 42 |
|
|
2022
Q3 | $4.16K | Sell |
4,164
-44,796
| -91% | -$44.8K | 0.58% | 56 |
|
|
2022
Q2 | $5.01M | Buy |
48,960
+5,124
| +12% | +$524K | 0.67% | 49 |
|
|
2022
Q1 | $4.71M | Buy |
+43,836
| New | +$4.71M | 0.51% | 62 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$2K | – | 426 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 791 |
|
|
2019
Q1 | $2K | Sell |
20
-798
| -98% | -$79.8K | ﹤0.01% | 733 |
|
|
2018
Q4 | $85K | Buy |
+818
| New | +$85K | 0.02% | 216 |
|