Fermata 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,548
| Closed | -$336K | – | 237 |
|
|
2024
Q1 | $336K | Sell |
3,548
-64
| -2% | -$6.06K | 0.08% | 150 |
|
|
2023
Q4 | $348K | Sell |
3,612
-888
| -20% | -$85.6K | 0.08% | 121 |
|
|
2023
Q3 | $412K | Buy |
+4,500
| New | +$412K | 0.12% | 104 |
|
|
2023
Q2 | – | Sell |
-3,991
| Closed | -$396K | – | 84 |
|
|
2023
Q1 | $396K | Sell |
3,991
-6,152
| -61% | -$610K | 0.24% | 70 |
|
|
2022
Q4 | $971K | Sell |
10,143
-2,292
| -18% | -$219K | 0.29% | 73 |
|
|
2022
Q3 | $1.19M | Buy |
12,435
+7,018
| +130% | +$674K | 0.39% | 66 |
|
|
2022
Q2 | $554K | Buy |
+5,417
| New | +$554K | 0.19% | 94 |
|