ICA Group Wealth 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
Q2 | $2.56M | Sell |
27,299
-6,018
| -18% | -$564K | 1.53% | 18 |
|
|
2024
Q1 | $3.15M | Buy |
33,317
+3,352
| +11% | +$317K | 0.63% | 34 |
|
|
2023
Q4 | $2.89M | Buy |
29,965
+19,850
| +196% | +$1.91M | 0.64% | 34 |
|
|
2023
Q3 | $926K | Buy |
10,115
+1,488
| +17% | +$136K | 0.26% | 80 |
|
|
2023
Q2 | $833K | Buy |
8,627
+4,767
| +123% | +$460K | 0.21% | 92 |
|
|
2023
Q1 | $383K | Sell |
3,860
-1,416
| -27% | -$140K | 0.09% | 178 |
|
|
2022
Q4 | $505K | Sell |
5,276
-237
| -4% | -$22.7K | 0.12% | 160 |
|
|
2022
Q3 | $529K | Buy |
5,513
+329
| +6% | +$31.6K | 0.11% | 182 |
|
|
2022
Q2 | $531K | Buy |
5,184
+994
| +24% | +$102K | 0.1% | 190 |
|
|
2022
Q1 | $427K | Buy |
+4,190
| New | +$427K | 0.08% | 210 |
|