LJAC
L.J. Altfest & Co’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,768
| Closed | -$259K | – | 348 |
|
|
2024
Q2 | $259K | Sell |
2,768
-350
| -11% | -$32.7K | 0.04% | 271 |
|
|
2024
Q1 | $295K | Sell |
3,118
-21,946
| -88% | -$2.08M | 0.04% | 262 |
|
|
2023
Q4 | $2.42M | Buy |
25,064
+21,270
| +561% | +$2.05M | 0.35% | 56 |
|
|
2023
Q3 | $347K | Sell |
3,794
-982
| -21% | -$89.8K | 0.05% | 219 |
|
|
2023
Q2 | $461K | Sell |
4,776
-236
| -5% | -$22.8K | 0.07% | 188 |
|
|
2023
Q1 | $497K | Sell |
5,012
-698
| -12% | -$69.2K | 0.08% | 167 |
|
|
2022
Q4 | $547K | Sell |
5,710
-632
| -10% | -$60.5K | 0.09% | 145 |
|
|
2022
Q3 | $609K | Sell |
6,342
-4,647
| -42% | -$446K | 0.11% | 119 |
|
|
2022
Q2 | $1.12M | Sell |
10,989
-185,979
| -94% | -$19M | 0.2% | 76 |
|
|
2022
Q1 | $21.2M | Buy |
196,968
+76,160
| +63% | +$8.18M | 3.78% | 5 |
|
|
2021
Q4 | $13.9M | Buy |
+120,808
| New | +$13.9M | 2.65% | 6 |
|
|
2021
Q3 | – | Sell |
-3,149
| Closed | -$364K | – | 265 |
|
|
2021
Q2 | $364K | Sell |
3,149
-1
| -0% | -$116 | 0.08% | 182 |
|
|
2021
Q1 | $356K | Sell |
3,150
-92,366
| -97% | -$10.4M | 0.08% | 184 |
|
|
2020
Q4 | $11.5M | Buy |
95,516
+158
| +0.2% | +$19K | 2.81% | 5 |
|
|
2020
Q3 | $11.6M | Buy |
95,358
+2,581
| +3% | +$314K | 3.09% | 6 |
|
|
2020
Q2 | $11.3M | Sell |
92,777
-77,014
| -45% | -$9.39M | 3.25% | 8 |
|
|
2020
Q1 | $20.6M | Buy |
169,791
+123,932
| +270% | +$15.1M | 6.46% | 2 |
|
|
2019
Q4 | $5.06M | Sell |
45,859
-3,663
| -7% | -$404K | 1.27% | 16 |
|
|
2019
Q3 | $5.57M | Sell |
49,522
-1,290
| -3% | -$145K | 1.44% | 14 |
|
|
2019
Q2 | $5.59M | Buy |
50,812
+626
| +1% | +$68.9K | 1.49% | 17 |
|
|
2019
Q1 | $5.35M | Buy |
+50,186
| New | +$5.35M | 1.3% | 15 |
|