FinTrust Capital 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
Q3 | $36.1K | Hold |
368
| – | – | 0.01% | 664 |
|
|
2024
Q2 | $34.5K | Hold |
368
| – | – | 0.01% | 629 |
|
|
2024
Q1 | $34.8K | Buy |
368
+103
| +39% | +$9.75K | 0.01% | 619 |
|
|
2023
Q4 | $25.5K | Sell |
265
-983
| -79% | -$94.8K | 0.01% | 632 |
|
|
2023
Q3 | $114K | Sell |
1,248
-724
| -37% | -$66.3K | 0.03% | 317 |
|
|
2023
Q2 | $189K | Hold |
1,972
| – | – | 0.05% | 268 |
|
|
2023
Q1 | $189K | Hold |
1,972
| – | – | 0.05% | 265 |
|
|
2022
Q4 | $189K | Buy |
1,972
+126
| +7% | +$12.1K | 0.05% | 267 |
|
|
2022
Q3 | $175K | Sell |
1,846
-112
| -6% | -$10.6K | 0.05% | 282 |
|
|
2022
Q2 | $204K | Buy |
1,958
+1,616
| +473% | +$168K | 0.05% | 258 |
|
|
2022
Q1 | $37K | Hold |
342
| – | – | 0.01% | 618 |
|
|
2021
Q4 | $39K | Hold |
342
| – | – | 0.01% | 589 |
|
|
2021
Q3 | $39K | Sell |
342
-34
| -9% | -$3.88K | 0.01% | 585 |
|
|
2021
Q2 | $43K | Sell |
376
-321
| -46% | -$36.7K | 0.01% | 573 |
|
|
2021
Q1 | $79K | Sell |
697
-262
| -27% | -$29.7K | 0.02% | 460 |
|
|
2020
Q4 | $115K | Sell |
959
-1
| -0.1% | -$120 | 0.04% | 355 |
|
|
2020
Q3 | $117 | Sell |
960
-68
| -7% | -$8 | 0.02% | 335 |
|
|
2020
Q2 | $125K | Buy |
1,028
+686
| +201% | +$83.4K | 0.05% | 290 |
|
|
2020
Q1 | $42K | Hold |
342
| – | – | 0.02% | 472 |
|
|
2019
Q4 | $38K | Hold |
342
| – | – | 0.02% | 490 |
|
|
2019
Q3 | $38K | Hold |
342
| – | – | 0.01% | 483 |
|
|
2019
Q2 | $38K | Sell |
342
-35
| -9% | -$3.89K | 0.02% | 462 |
|
|
2019
Q1 | $40K | Sell |
377
-86
| -19% | -$9.13K | 0.02% | 433 |
|
|
2018
Q4 | $48K | Buy |
+463
| New | +$48K | 0.02% | 383 |
|