HHM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-358
| Closed | -$32.8K | – | 779 |
|
|
2023
Q3 | $32.8K | Hold |
358
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $34.6K | Hold |
358
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $35.5K | Buy |
+358
| New | +$35.5K | 0.01% | 318 |
|
|
2022
Q2 | – | Sell |
-141
| Closed | -$15K | – | 810 |
|
|
2022
Q1 | $15K | Hold |
141
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $16K | Hold |
141
| – | – | ﹤0.01% | 457 |
|
|
2021
Q3 | $16K | Hold |
141
| – | – | ﹤0.01% | 437 |
|
|
2021
Q2 | $16K | Hold |
141
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $16K | Hold |
141
| – | – | ﹤0.01% | 404 |
|
|
2020
Q4 | $17K | Hold |
141
| – | – | 0.01% | 364 |
|
|
2020
Q3 | $17K | Hold |
141
| – | – | 0.01% | 333 |
|
|
2020
Q2 | $17K | Hold |
141
| – | – | 0.01% | 321 |
|
|
2020
Q1 | $17K | Buy |
+141
| New | +$17K | 0.01% | 313 |
|