Howard Capital 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
Q4 | – | Sell |
-8,060
| Closed | -$791K | – | 414 |
|
|
2024
Q3 | $791K | Buy |
8,060
+1,257
| +18% | +$123K | 0.01% | 228 |
|
|
2024
Q2 | $637K | Buy |
6,803
+1,007
| +17% | +$94.3K | 0.06% | 59 |
|
|
2024
Q1 | $549K | Buy |
+5,796
| New | +$549K | 0.06% | 58 |
|
|
2023
Q4 | – | Sell |
-8,612
| Closed | -$789K | – | 71 |
|
|
2023
Q3 | $789K | Sell |
8,612
-2,237
| -21% | -$205K | 0.11% | 47 |
|
|
2023
Q2 | $1.05M | Buy |
10,849
+29
| +0.3% | +$2.8K | 0.14% | 41 |
|
|
2023
Q1 | $1.07M | Buy |
+10,820
| New | +$1.07M | 0.19% | 29 |
|