Marks Wealth’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
Q1 | – | Sell |
-317,582
| Closed | -$30.6M | – | 18 |
|
|
2023
Q4 | $30.6M | Buy |
+317,582
| New | +$30.6M | 16.45% | 5 |
|
|
2022
Q3 | – | Sell |
-177,952
| Closed | -$18.2M | – | 12 |
|
|
2022
Q2 | $18.2M | Buy |
+177,952
| New | +$18.2M | 21.39% | 3 |
|
|
2021
Q1 | – | Sell |
-31,465
| Closed | -$3.77M | – | 45 |
|
|
2020
Q4 | $3.77M | Buy |
+31,465
| New | +$3.77M | 1.31% | 17 |
|