Market Street Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,301
| Closed | -$852K | – | 99 |
|
|
2023
Q3 | $852K | Sell |
9,301
-4,719
| -34% | -$432K | 0.22% | 55 |
|
|
2023
Q2 | $1.35M | Sell |
14,020
-1,849
| -12% | -$179K | 0.34% | 42 |
|
|
2023
Q1 | $1.57M | Sell |
15,869
-2,965
| -16% | -$294K | 0.41% | 38 |
|
|
2022
Q4 | $1.8M | Sell |
18,834
-4,788
| -20% | -$459K | 0.52% | 39 |
|
|
2022
Q3 | $2.27M | Buy |
23,622
+11,654
| +97% | +$1.12M | 0.72% | 30 |
|
|
2022
Q2 | $1.22M | Buy |
11,968
+9,138
| +323% | +$935K | 0.38% | 52 |
|
|
2022
Q1 | $304K | Buy |
+2,830
| New | +$304K | 0.11% | 69 |
|