McKinley Carter Wealth 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
Q4 | – | Sell |
-3,156
| Closed | -$303K | – | 293 |
|
|
2022
Q3 | $303K | Sell |
3,156
-443
| -12% | -$42.5K | 0.03% | 235 |
|
|
2022
Q2 | $368K | Sell |
3,599
-452
| -11% | -$46.2K | 0.03% | 225 |
|
|
2022
Q1 | $435K | Sell |
4,051
-3,735
| -48% | -$401K | 0.03% | 210 |
|
|
2021
Q4 | $895K | Sell |
7,786
-2,591
| -25% | -$298K | 0.07% | 149 |
|
|
2021
Q3 | $1.2M | Sell |
10,377
-1,849
| -15% | -$213K | 0.1% | 134 |
|
|
2021
Q2 | $1.41M | Sell |
12,226
-1,651
| -12% | -$191K | 0.12% | 124 |
|
|
2021
Q1 | $1.57M | Sell |
13,877
-2,571
| -16% | -$290K | 0.13% | 121 |
|
|
2020
Q4 | $1.97M | Buy |
+16,448
| New | +$1.97M | 0.26% | 88 |
|