Lake Street Advisors Group’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
Q4 | $820K | Sell |
8,872
-28
| -0.3% | -$2.59K | 0.04% | 249 |
|
|
2024
Q3 | $873K | Hold |
8,900
| – | – | 0.04% | 235 |
|
|
2024
Q2 | $833K | Buy |
8,900
+1,686
| +23% | +$158K | 0.04% | 243 |
|
|
2024
Q1 | $683K | Buy |
+7,214
| New | +$683K | 0.03% | 288 |
|
|
2018
Q3 | – | Sell |
-2,476
| Closed | -$254K | – | 262 |
|
|
2018
Q2 | $254K | Sell |
2,476
-78
| -3% | -$8K | 0.03% | 260 |
|
|
2018
Q1 | $264K | Sell |
2,554
-297
| -10% | -$30.7K | 0.03% | 232 |
|
|
2017
Q4 | $301K | Buy |
+2,851
| New | +$301K | 0.03% | 218 |
|