Lloyd Advisory Services’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
Q1 | – | Sell |
-3,834
| Closed | -$441K | – | 629 |
|
2021
Q4 | $441K | Buy |
3,834
+3,808
| +14,646% | +$438K | 0.2% | 48 |
|
2021
Q3 | $3K | Sell |
26
-1
| -4% | -$115 | ﹤0.01% | 332 |
|
2021
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 341 |
|
2020
Q4 | – | Sell |
-76
| Closed | -$9K | – | 374 |
|
2020
Q3 | $9K | Buy |
+76
| New | +$9K | 0.01% | 192 |
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 325 |
|
2020
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 332 |
|