Karp Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-56,524
| Closed | -$5.43M | – | 47 |
|
|
2022
Q3 | $5.43M | Buy |
+56,524
| New | +$5.43M | 1.11% | 35 |
|
|
2020
Q4 | – | Sell |
-14,683
| Closed | -$1.79M | – | 120 |
|
|
2020
Q3 | $1.79M | Buy |
14,683
+10,003
| +214% | +$1.22M | 0.44% | 62 |
|
|
2020
Q2 | $570K | Buy |
4,680
+2,070
| +79% | +$252K | 0.16% | 66 |
|
|
2020
Q1 | $317K | Sell |
2,610
-54,446
| -95% | -$6.61M | 0.1% | 78 |
|
|
2019
Q4 | $6.29M | Sell |
57,056
-2,675
| -4% | -$295K | 1.66% | 23 |
|
|
2019
Q3 | $6.72M | Buy |
59,731
+5,110
| +9% | +$575K | 1.96% | 15 |
|
|
2019
Q2 | $6.01M | Buy |
54,621
+7,131
| +15% | +$785K | 1.91% | 14 |
|
|
2019
Q1 | $5.07M | Buy |
47,490
+38,965
| +457% | +$4.16M | 1.8% | 17 |
|
|
2018
Q4 | $888K | Buy |
+8,525
| New | +$888K | 0.42% | 65 |
|