Oakwell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,154
| Closed | -$446K | – | 63 |
|
|
2022
Q1 | $446K | Sell |
4,154
-522
| -11% | -$56K | 0.22% | 41 |
|
|
2021
Q4 | $538K | Buy |
4,676
+8
| +0.2% | +$920 | 0.27% | 40 |
|
|
2021
Q3 | $538K | Sell |
4,668
-2,796
| -37% | -$322K | 0.29% | 36 |
|
|
2021
Q2 | $862K | Sell |
7,464
-630
| -8% | -$72.8K | 0.55% | 29 |
|
|
2021
Q1 | $914K | Buy |
8,094
+745
| +10% | +$84.1K | 0.65% | 26 |
|
|
2020
Q4 | $882K | Buy |
+7,349
| New | +$882K | 0.69% | 26 |
|