KLR Investment Advisors’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
Q1 | $490K | Sell |
5,345
-1,777
| -25% | -$163K | 0.35% | 70 |
|
|
2023
Q4 | $686K | Sell |
7,122
-28,007
| -80% | -$2.7M | 0.5% | 46 |
|
|
2023
Q3 | $3.48M | Buy |
35,129
+28,838
| +458% | +$2.86M | 3.16% | 2 |
|
|
2023
Q2 | $608K | Sell |
6,291
-30,150
| -83% | -$2.91M | 0.5% | 49 |
|
|
2023
Q1 | $3.61M | Sell |
36,441
-50,793
| -58% | -$5.03M | 3.18% | 3 |
|
|
2022
Q4 | $8.36M | Buy |
+87,234
| New | +$8.36M | 6.88% | 1 |
|