Moulton 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
Q4 | – | Sell |
-11,395
| Closed | -$1.1M | – | 44 |
|
|
2024
Q3 | $1.1M | Buy |
+11,395
| New | +$1.1M | 0.92% | 23 |
|
|
2024
Q2 | – | Sell |
-16,122
| Closed | -$1.53M | – | 31 |
|
|
2024
Q1 | $1.53M | Sell |
16,122
-41,943
| -72% | -$3.97M | 1.6% | 12 |
|
|
2023
Q4 | $5.55M | Buy |
58,065
+50,764
| +695% | +$4.86M | 7.13% | 4 |
|
|
2023
Q3 | $667K | Sell |
7,301
-42,733
| -85% | -$3.9M | 0.98% | 14 |
|
|
2023
Q2 | $4.83M | Sell |
50,034
-834
| -2% | -$80.6K | 8.55% | 3 |
|
|
2023
Q1 | $5.06M | Buy |
50,868
+22,477
| +79% | +$2.24M | 11.13% | 3 |
|
|
2022
Q4 | $2.79M | Sell |
28,391
-29,816
| -51% | -$2.93M | 9.56% | 3 |
|
|
2022
Q3 | $5.59M | Sell |
58,207
-209,261
| -78% | -$20.1M | 35.13% | 1 |
|
|
2022
Q2 | $28.5M | Hold |
267,468
| – | – | 29.7% | 1 |
|
|
2022
Q1 | $28.5M | Buy |
+267,468
| New | +$28.5M | 29.7% | 1 |
|
|
2021
Q1 | – | Sell |
-14,615
| Closed | -$1.73M | – | 37 |
|
|
2020
Q4 | $1.73M | Sell |
14,615
-22,489
| -61% | -$2.65M | 1.39% | 16 |
|
|
2020
Q3 | $4.5M | Sell |
37,104
-72
| -0.2% | -$8.72K | 4.92% | 8 |
|
|
2020
Q2 | $4.53M | Buy |
37,176
+1,102
| +3% | +$134K | 5.71% | 7 |
|
|
2020
Q1 | $4.36M | Buy |
+36,074
| New | +$4.36M | 7.14% | 5 |
|