O'Dell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-103
| Closed | -$9.93K | – | 265 |
|
|
2023
Q4 | $9.93K | Buy |
+103
| New | +$9.93K | ﹤0.01% | 349 |
|
|
2023
Q3 | – | Sell |
-151
| Closed | -$14.6K | – | 255 |
|
|
2023
Q2 | $14.6K | Buy |
+151
| New | +$14.6K | ﹤0.01% | 309 |
|
|
2022
Q4 | – | Sell |
-206
| Closed | -$20K | – | 222 |
|
|
2022
Q3 | $20K | Buy |
+206
| New | +$20K | 0.01% | 228 |
|
|
2022
Q2 | – | Sell |
-198
| Closed | -$21K | – | 502 |
|
|
2022
Q1 | $21K | Hold |
198
| – | – | 0.01% | 249 |
|
|
2021
Q4 | $23K | Sell |
198
-413
| -68% | -$48K | 0.01% | 226 |
|
|
2021
Q3 | $70K | Sell |
611
-49,053
| -99% | -$5.62M | 0.02% | 135 |
|
|
2021
Q2 | $5.74M | Buy |
49,664
+717
| +1% | +$82.8K | 1.82% | 15 |
|
|
2021
Q1 | $5.53M | Sell |
48,947
-86,104
| -64% | -$9.72M | 1.94% | 15 |
|
|
2020
Q4 | $16.2M | Buy |
135,051
+3,059
| +2% | +$367K | 6.31% | 5 |
|
|
2020
Q3 | $16.1M | Buy |
131,992
+2,611
| +2% | +$318K | 7.79% | 5 |
|
|
2020
Q2 | $15.8M | Buy |
129,381
+3,328
| +3% | +$406K | 8.26% | 5 |
|
|
2020
Q1 | $15.3M | Buy |
126,053
+13,248
| +12% | +$1.61M | 9.96% | 4 |
|
|
2019
Q4 | $12.4M | Buy |
112,805
+9,721
| +9% | +$1.07M | 6.23% | 5 |
|
|
2019
Q3 | $11.6M | Buy |
+103,084
| New | +$11.6M | 6.49% | 5 |
|