NorthCrest Asset Manangement’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
Q3 | – | Sell |
-2,290
| Closed | -$221K | – | 505 |
|
|
2023
Q2 | $221K | Buy |
+2,290
| New | +$221K | 0.01% | 477 |
|
|
2022
Q3 | – | Sell |
-145,270
| Closed | -$14.9M | – | 436 |
|
|
2022
Q2 | $14.9M | Buy |
+145,270
| New | +$14.9M | 0.76% | 43 |
|
|
2022
Q1 | – | Sell |
-102,143
| Closed | -$11.7M | – | 430 |
|
|
2021
Q4 | $11.7M | Buy |
+102,143
| New | +$11.7M | 0.65% | 50 |
|