Northstar Advisory Group’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
Q1 | – | Sell |
-22,933
| Closed | -$2.2M | – | 92 |
|
|
2022
Q4 | $2.2M | Buy |
22,933
+4,655
| +25% | +$446K | 1.74% | 9 |
|
|
2022
Q3 | $1.76M | Buy |
+18,278
| New | +$1.76M | 1.57% | 13 |
|
|
2022
Q2 | – | Sell |
-2,663
| Closed | -$286K | – | 91 |
|
|
2022
Q1 | $286K | Sell |
2,663
-2,012
| -43% | -$216K | 0.18% | 89 |
|
|
2021
Q4 | $538K | Buy |
+4,675
| New | +$538K | 0.32% | 58 |
|
|
2021
Q3 | – | Sell |
-4,675
| Closed | -$540K | – | 73 |
|
|
2021
Q2 | $540K | Hold |
4,675
| – | – | 0.34% | 55 |
|
|
2021
Q1 | $528K | Hold |
4,675
| – | – | 0.4% | 50 |
|
|
2020
Q4 | $561K | Buy |
+4,675
| New | +$561K | 0.47% | 48 |
|