Family Asset 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
Q3 | $308K | Sell |
3,139
-992
| -24% | -$97.3K | 0.19% | 86 |
|
|
2024
Q2 | $387K | Buy |
4,131
+2,019
| +96% | +$189K | 0.25% | 76 |
|
|
2024
Q1 | $200K | Buy |
2,112
+1,997
| +1,737% | +$189K | 0.12% | 102 |
|
|
2023
Q4 | $11.1K | Sell |
115
-767
| -87% | -$74K | 0.01% | 157 |
|
|
2023
Q3 | $80.8K | Sell |
882
-1,803
| -67% | -$165K | 0.06% | 118 |
|
|
2023
Q2 | $259K | Sell |
2,685
-2,183
| -45% | -$211K | 0.18% | 88 |
|
|
2023
Q1 | $483K | Sell |
4,868
-3,037
| -38% | -$301K | 0.35% | 61 |
|
|
2022
Q4 | $757K | Buy |
+7,905
| New | +$757K | 0.63% | 40 |
|