Knowledge Leaders Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,902
| Closed | -$2.41M | – | 88 |
|
|
2023
Q2 | $2.41M | Buy |
+24,902
| New | +$2.41M | 2.76% | 9 |
|
|
2021
Q4 | – | Sell |
-5,750
| Closed | -$663K | – | 123 |
|
|
2021
Q3 | $663K | Buy |
+5,750
| New | +$663K | 0.54% | 78 |
|
|
2020
Q1 | – | Sell |
-83,962
| Closed | -$9.25M | – | 28 |
|
|
2019
Q4 | $9.25M | Buy |
+83,962
| New | +$9.25M | 17.03% | 2 |
|
|
2019
Q1 | – | Sell |
-6,950
| Closed | -$724K | – | 33 |
|
|
2018
Q4 | $724K | Buy |
+6,950
| New | +$724K | 0.99% | 27 |
|
|
2017
Q3 | – | Sell |
-2,202
| Closed | -$235K | – | 57 |
|
|
2017
Q2 | $235K | Buy |
2,202
+931
| +73% | +$99.4K | 0.15% | 34 |
|
|
2017
Q1 | $134K | Sell |
1,271
-50,341
| -98% | -$5.31M | 0.09% | 32 |
|
|
2016
Q4 | $5.41M | Hold |
51,612
| – | – | 1.68% | 30 |
|
|
2016
Q3 | $5.77M | Buy |
51,612
+8,926
| +21% | +$999K | 1.93% | 32 |
|
|
2016
Q2 | $4.82M | Sell |
42,686
-111,186
| -72% | -$12.6M | 1.48% | 31 |
|
|
2016
Q1 | $17M | Buy |
+153,872
| New | +$17M | 4.63% | 2 |
|