IFS 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-267
| Closed | -$30K | – | 119 |
|
2021
Q4 | $30K | Buy |
+267
| New | +$30K | 0.02% | 40 |
|
2021
Q3 | – | Sell |
-3,960
| Closed | -$457K | – | 29 |
|
2021
Q2 | $457K | Sell |
3,960
-219
| -5% | -$25.3K | 0.31% | 22 |
|
2021
Q1 | $471K | Buy |
4,179
+3,928
| +1,565% | +$443K | 0.37% | 20 |
|
2020
Q4 | $30K | Buy |
+251
| New | +$30K | 0.02% | 59 |
|