J. Arnold 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,465
| Closed | -$140K | – | 70 |
|
2022
Q4 | $140K | Buy |
+1,465
| New | +$140K | 0.07% | 40 |
|
2021
Q3 | – | Sell |
-201
| Closed | -$23K | – | 79 |
|
2021
Q2 | $23K | Sell |
201
-50
| -20% | -$5.72K | 0.01% | 78 |
|
2021
Q1 | $28K | Sell |
251
-200
| -44% | -$22.3K | 0.02% | 66 |
|
2020
Q4 | $54K | Buy |
+451
| New | +$54K | 0.03% | 53 |
|