Latitude 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,480
| Closed | -$2.52M | – | 215 |
|
|
2022
Q1 | $2.52M | Buy |
23,480
+18,890
| +412% | +$2.03M | 0.57% | 28 |
|
|
2021
Q4 | $528K | Sell |
4,590
-3,477
| -43% | -$400K | 0.15% | 144 |
|
|
2021
Q3 | $929K | Buy |
8,067
+6,272
| +349% | +$722K | 0.29% | 65 |
|
|
2021
Q2 | $207K | Sell |
1,795
-2,245
| -56% | -$259K | 0.15% | 161 |
|
|
2021
Q1 | $456K | Buy |
4,040
+5
| +0.1% | +$564 | 0.37% | 57 |
|
|
2020
Q4 | $484K | Buy |
+4,035
| New | +$484K | 0.43% | 58 |
|