JTC Employer Solutions Trustee’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
Q3 | – | Sell |
-2,523
| Closed | -$236K | – | 334 |
|
2024
Q2 | $236K | Hold |
2,523
| – | – | 0.02% | 119 |
|
2024
Q1 | $239K | Hold |
2,523
| – | – | 0.02% | 118 |
|
2023
Q4 | $244K | Hold |
2,523
| – | – | 0.02% | 108 |
|
2023
Q3 | $231K | Hold |
2,523
| – | – | 0.02% | 112 |
|
2023
Q2 | $244K | Hold |
2,523
| – | – | 0.02% | 108 |
|
2023
Q1 | $250K | Buy |
+2,523
| New | +$250K | 0.03% | 111 |
|