Liberty Wealth Management’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
Q3 | – | Sell |
-26,217
| Closed | -$43K | – | 233 |
|
|
2024
Q2 | $43K | Buy |
+26,217
| New | +$43K | 0.01% | 216 |
|
|
2021
Q4 | – | Sell |
-182
| Closed | -$21K | – | 597 |
|
|
2021
Q3 | $21K | Sell |
182
-44
| -19% | -$5.08K | 0.01% | 635 |
|
|
2021
Q2 | $26K | Sell |
226
-1,989
| -90% | -$229K | 0.01% | 453 |
|
|
2021
Q1 | $262K | Hold |
2,215
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $262K | Sell |
2,215
-1,128
| -34% | -$133K | 0.13% | 89 |
|
|
2020
Q3 | $407K | Buy |
3,343
+508
| +18% | +$61.8K | 0.24% | 65 |
|
|
2020
Q2 | $373K | Buy |
2,835
+2,581
| +1,016% | +$340K | 0.26% | 62 |
|
|
2020
Q1 | $31K | Sell |
254
-46
| -15% | -$5.61K | 0.03% | 279 |
|
|
2019
Q4 | $33K | Buy |
300
+111
| +59% | +$12.2K | 0.03% | 327 |
|
|
2019
Q3 | $21K | Sell |
189
-72
| -28% | -$8K | 0.02% | 392 |
|
|
2019
Q2 | $29K | Buy |
+261
| New | +$29K | 0.03% | 345 |
|