Heritage Wealth Management (Arizona)’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
Q4 | $514K | Buy |
5,366
+2,683
| +100% | +$257K | 0.07% | 210 |
|
|
2022
Q3 | $258K | Sell |
2,683
-101
| -4% | -$9.71K | 0.08% | 179 |
|
|
2022
Q2 | $285K | Sell |
2,784
-387
| -12% | -$39.6K | 0.09% | 166 |
|
|
2022
Q1 | $341K | Buy |
+3,171
| New | +$341K | 0.09% | 171 |
|
|
2021
Q3 | $399K | Sell |
3,467
-189
| -5% | -$21.8K | 0.14% | 109 |
|
|
2021
Q2 | $422K | Buy |
+3,656
| New | +$422K | 0.16% | 107 |
|