Kelly Financial Services’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 |
-617
| Closed | -$57.8K | – | 394 |
|
|
2024
Q2 | $57.8K | Buy |
617
+4
| +0.7% | +$375 | 0.02% | 209 |
|
|
2024
Q1 | $58K | Buy |
613
+551
| +889% | +$52.2K | 0.02% | 204 |
|
|
2023
Q4 | $5.96K | Sell |
62
-192
| -76% | -$18.4K | ﹤0.01% | 458 |
|
|
2023
Q3 | $23.3K | Buy |
254
+195
| +331% | +$17.9K | 0.01% | 266 |
|
|
2023
Q2 | $5.67K | Sell |
59
-237
| -80% | -$22.8K | ﹤0.01% | 435 |
|
|
2023
Q1 | $29.3K | Sell |
296
-34
| -10% | -$3.37K | 0.01% | 238 |
|
|
2022
Q4 | $31.6K | Buy |
330
+4
| +1% | +$383 | 0.02% | 217 |
|
|
2022
Q3 | $31.3K | Buy |
326
+53
| +19% | +$5.09K | 0.02% | 209 |
|
|
2022
Q2 | $27.9K | Hold |
273
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $29.3K | Sell |
273
-43
| -14% | -$4.62K | 0.01% | 238 |
|
|
2021
Q4 | $36.3K | Sell |
316
-59
| -16% | -$6.79K | 0.02% | 218 |
|
|
2021
Q3 | $43.2K | Sell |
375
-42,934
| -99% | -$4.95M | 0.02% | 176 |
|
|
2021
Q2 | $375K | Buy |
43,309
+42,934
| +11,449% | +$372K | 0.01% | 219 |
|
|
2021
Q1 | $42.3K | Buy |
375
+286
| +321% | +$32.3K | 0.03% | 143 |
|
|
2020
Q4 | $10.7K | Buy |
89
+63
| +242% | +$7.56K | 0.01% | 260 |
|
|
2020
Q3 | $3.17K | Hold |
26
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $3.17K | Hold |
26
| – | – | ﹤0.01% | 387 |
|
|
2020
Q1 | $3.16K | Hold |
26
| – | – | ﹤0.01% | 347 |
|
|
2019
Q4 | $2.87K | Hold |
26
| – | – | ﹤0.01% | 370 |
|
|
2019
Q3 | $2.92K | Hold |
26
| – | – | ﹤0.01% | 360 |
|
|
2019
Q2 | $2.86K | Hold |
26
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $2.77K | Buy |
+26
| New | +$2.77K | ﹤0.01% | 346 |
|