Greenup Street 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
Q1 | – | Sell |
-17,215
| Closed | -$1.66M | – | 85 |
|
|
2023
Q4 | $1.66M | Sell |
17,215
-3,405
| -17% | -$328K | 0.46% | 40 |
|
|
2023
Q3 | $1.89M | Buy |
20,620
+595
| +3% | +$54.5K | 0.62% | 32 |
|
|
2023
Q2 | $1.93M | Sell |
20,025
-119
| -0.6% | -$11.5K | 0.53% | 40 |
|
|
2023
Q1 | $2M | Buy |
20,144
+364
| +2% | +$36.1K | 0.7% | 29 |
|
|
2022
Q4 | $1.89M | Sell |
19,780
-5,264
| -21% | -$504K | 0.79% | 34 |
|
|
2022
Q3 | $2.4M | Buy |
25,044
+5,841
| +30% | +$561K | 1.08% | 25 |
|
|
2022
Q2 | $1.96M | Buy |
19,203
+36
| +0.2% | +$3.68K | 0.92% | 28 |
|
|
2022
Q1 | $2.06M | Buy |
19,167
+40
| +0.2% | +$4.3K | 1.14% | 28 |
|
|
2021
Q4 | $2.2M | Buy |
+19,127
| New | +$2.2M | 1.29% | 24 |
|