Maripau 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 |
-2,766
| Closed | -$259K | – | 84 |
|
|
2024
Q2 | $259K | Buy |
2,766
+87
| +3% | +$8.15K | 0.18% | 118 |
|
|
2024
Q1 | $254K | Sell |
2,679
-143
| -5% | -$13.5K | 0.19% | 110 |
|
|
2023
Q4 | $272K | Sell |
2,822
-115
| -4% | -$11.1K | 0.24% | 85 |
|
|
2023
Q3 | $269K | Sell |
2,937
-358
| -11% | -$32.8K | 0.25% | 76 |
|
|
2023
Q2 | $318K | Buy |
3,295
+849
| +35% | +$82K | 0.28% | 64 |
|
|
2023
Q1 | $242K | Sell |
2,446
-1,211
| -33% | -$120K | 0.25% | 69 |
|
|
2022
Q4 | $365K | Buy |
3,657
+262
| +8% | +$26.2K | 0.38% | 52 |
|
|
2022
Q3 | $321K | Buy |
+3,395
| New | +$321K | 0.35% | 56 |
|