Householder Group Estate & Retirement Specialist’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 | $200K | Sell |
2,169
-1,331
| -38% | -$123K | 0.15% | 103 |
|
|
2024
Q3 | $343K | Buy |
3,500
+477
| +16% | +$46.7K | 0.1% | 179 |
|
|
2024
Q2 | $283K | Buy |
3,023
+37
| +1% | +$3.46K | 0.08% | 192 |
|
|
2024
Q1 | $283K | Hold |
2,986
| – | – | 0.08% | 196 |
|
|
2023
Q4 | $287K | Sell |
2,986
-5
| -0.2% | -$481 | 0.09% | 192 |
|
|
2023
Q3 | $274K | Buy |
+2,991
| New | +$274K | 0.1% | 178 |
|
|
2023
Q1 | $202K | Buy |
+2,033
| New | +$202K | 0.08% | 196 |
|
|
2022
Q4 | – | Sell |
-2,202
| Closed | -$211K | – | 674 |
|
|
2022
Q3 | $211K | Buy |
+2,202
| New | +$211K | 0.09% | 182 |
|