Janiczek 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 | $29.4K | Hold |
314
| – | – | 0.01% | 491 |
|
|
2024
Q1 | $29.7K | Hold |
314
| – | – | 0.01% | 498 |
|
|
2023
Q4 | $30.3K | Hold |
314
| – | – | 0.01% | 487 |
|
|
2023
Q3 | $28.8K | Sell |
314
-20
| -6% | -$1.83K | 0.01% | 465 |
|
|
2023
Q2 | $32.3K | Buy |
334
+53
| +19% | +$5.12K | 0.01% | 382 |
|
|
2023
Q1 | $27.8K | Hold |
281
| – | – | 0.01% | 395 |
|
|
2022
Q4 | $28K | Sell |
281
-25
| -8% | -$2.49K | 0.01% | 400 |
|
|
2022
Q3 | $29K | Buy |
306
+3
| +1% | +$284 | 0.01% | 390 |
|
|
2022
Q2 | $32K | Buy |
303
+22
| +8% | +$2.32K | 0.01% | 377 |
|
|
2022
Q1 | $30K | Hold |
281
| – | – | 0.01% | 388 |
|
|
2021
Q4 | $32K | Hold |
281
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $32K | Buy |
+281
| New | +$32K | 0.01% | 368 |
|