GDS 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 | – | Sell |
-2,470
| Closed | -$242K | – | 173 |
|
|
2024
Q3 | $242K | Sell |
2,470
-153,754
| -98% | -$15.1M | 0.02% | 153 |
|
|
2024
Q2 | $14.6M | Buy |
156,224
+24,941
| +19% | +$2.34M | 1.6% | 24 |
|
|
2024
Q1 | $12.4M | Buy |
131,283
+20,509
| +19% | +$1.94M | 1.46% | 31 |
|
|
2023
Q4 | $10.7M | Buy |
110,774
+12,276
| +12% | +$1.18M | 1.44% | 25 |
|
|
2023
Q3 | $9.02M | Buy |
98,498
+11,332
| +13% | +$1.04M | 1.42% | 24 |
|
|
2023
Q2 | $8.42M | Buy |
87,166
+7,208
| +9% | +$696K | 1.37% | 22 |
|
|
2023
Q1 | $7.93M | Buy |
+79,958
| New | +$7.93M | 1.4% | 21 |
|