MCIA
Mountain Capital Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,368
| Closed | -$216K | – | 63 |
|
|
2023
Q3 | $216K | Buy |
+2,368
| New | +$216K | 0.08% | 56 |
|
|
2021
Q1 | – | Sell |
-3,804
| Closed | -$449K | – | 147 |
|
|
2020
Q4 | $449K | Sell |
3,804
-806
| -17% | -$95.1K | 0.27% | 103 |
|
|
2020
Q3 | $559K | Buy |
+4,610
| New | +$559K | 0.36% | 76 |
|