NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44,344
| Closed | -$4.06M | – | 750 |
|
|
2023
Q3 | $4.06M | Buy |
44,344
+1,474
| +3% | +$135K | 0.13% | 147 |
|
|
2023
Q2 | $4.14M | Buy |
42,870
+4,587
| +12% | +$443K | 0.14% | 141 |
|
|
2023
Q1 | $3.79M | Buy |
38,283
+3,845
| +11% | +$381K | 0.14% | 137 |
|
|
2022
Q4 | $3.3M | Buy |
+34,438
| New | +$3.3M | 0.14% | 137 |
|
|
2022
Q3 | – | Sell |
-2,017
| Closed | -$206K | – | 563 |
|
|
2022
Q2 | $206K | Hold |
2,017
| – | – | 0.01% | 524 |
|
|
2022
Q1 | $217K | Sell |
2,017
-21,404
| -91% | -$2.3M | 0.01% | 394 |
|
|
2021
Q4 | $2.69M | Buy |
+23,421
| New | +$2.69M | 0.11% | 140 |
|