OLIO Financial Planning’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
Q4 | – | Sell |
-31,460
| Closed | -$3.04M | – | 62 |
|
|
2024
Q3 | $3.04M | Hold |
31,460
| – | – | 1.28% | 16 |
|
|
2024
Q2 | $3.04M | Hold |
31,460
| – | – | 1.28% | 16 |
|
|
2024
Q1 | $3.04M | Hold |
31,460
| – | – | 1.28% | 16 |
|
|
2023
Q4 | $3.04M | Sell |
31,460
-768
| -2% | -$74.2K | 1.27% | 16 |
|
|
2023
Q3 | $2.95M | Sell |
32,228
-3,766
| -10% | -$345K | 1.39% | 16 |
|
|
2023
Q2 | $3.48M | Sell |
35,994
-5,866
| -14% | -$567K | 1.65% | 16 |
|
|
2023
Q1 | $4.15M | Sell |
41,860
-16,929
| -29% | -$1.68M | 2.15% | 12 |
|
|
2022
Q4 | $5.63M | Sell |
58,789
-31,553
| -35% | -$3.02M | 3.06% | 10 |
|
|
2022
Q3 | $8.67M | Sell |
90,342
-10,229
| -10% | -$982K | 5.15% | 7 |
|
|
2022
Q2 | $10.3M | Sell |
100,571
-267
| -0.3% | -$27.3K | 5.78% | 6 |
|
|
2022
Q1 | $10.8M | Sell |
100,838
-1,811
| -2% | -$195K | 6.2% | 6 |
|
|
2021
Q4 | $11.8M | Buy |
+102,649
| New | +$11.8M | 7.01% | 6 |
|