FirstPurpose Wealth’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
Q1 | $819K | Buy |
8,895
+384
| +5% | +$35.4K | 0.3% | 65 |
|
|
2023
Q4 | $820K | Buy |
8,511
+94
| +1% | +$9.06K | 0.31% | 57 |
|
|
2023
Q3 | $771K | Buy |
8,417
+1,180
| +16% | +$108K | 0.33% | 54 |
|
|
2023
Q2 | $699K | Buy |
7,237
+3
| +0% | +$290 | 0.3% | 57 |
|
|
2023
Q1 | $717K | Buy |
7,234
+1,176
| +19% | +$117K | 0.35% | 57 |
|
|
2022
Q4 | $580K | Sell |
6,058
-100
| -2% | -$9.58K | 0.32% | 57 |
|
|
2022
Q3 | $591K | Buy |
+6,158
| New | +$591K | 0.39% | 52 |
|