GW Henssler & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,936
| Closed | -$208K | – | 240 |
|
|
2022
Q1 | $208K | Sell |
1,936
-893
| -32% | -$95.9K | 0.01% | 215 |
|
|
2021
Q4 | $325K | Buy |
+2,829
| New | +$325K | 0.02% | 197 |
|
|
2021
Q3 | – | Sell |
-2,677
| Closed | -$309K | – | 161 |
|
|
2021
Q2 | $309K | Buy |
2,677
+54
| +2% | +$6.23K | 0.02% | 195 |
|
|
2021
Q1 | $296K | Sell |
2,623
-88
| -3% | -$9.93K | 0.02% | 184 |
|
|
2020
Q4 | $325K | Buy |
2,711
+56
| +2% | +$6.71K | 0.02% | 161 |
|
|
2020
Q3 | $323K | Sell |
2,655
-97
| -4% | -$11.8K | 0.03% | 147 |
|
|
2020
Q2 | $335K | Buy |
2,752
+33
| +1% | +$4.02K | 0.03% | 127 |
|
|
2020
Q1 | $330K | Buy |
+2,719
| New | +$330K | 0.03% | 134 |
|