NorthStar Asset Management (Massachusetts)’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 |
-2,676
| Closed | -$256K | – | 62 |
|
|
2022
Q4 | $256K | Hold |
2,676
| – | – | 0.09% | 59 |
|
|
2022
Q3 | $257K | Hold |
2,676
| – | – | 0.09% | 69 |
|
|
2022
Q2 | $274K | Hold |
2,676
| – | – | 0.09% | 70 |
|
|
2022
Q1 | $288K | Hold |
2,676
| – | – | 0.08% | 72 |
|
|
2021
Q4 | $308K | Hold |
2,676
| – | – | 0.08% | 74 |
|
|
2021
Q3 | $308K | Hold |
2,676
| – | – | 0.08% | 74 |
|
|
2021
Q2 | $309K | Hold |
2,676
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $302K | Buy |
+2,676
| New | +$302K | 0.1% | 63 |
|