One Wealth Advisors’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
Q3 | – | Sell |
-3,794
| Closed | -$366K | – | 205 |
|
|
2023
Q2 | $366K | Buy |
+3,794
| New | +$366K | 0.08% | 132 |
|
|
2023
Q1 | – | Sell |
-869
| Closed | -$83.2K | – | 386 |
|
|
2022
Q4 | $83.2K | Buy |
+869
| New | +$83.2K | 0.02% | 320 |
|
|
2022
Q3 | – | Sell |
-6,651
| Closed | -$680K | – | 183 |
|
|
2022
Q2 | $680K | Buy |
+6,651
| New | +$680K | 0.18% | 72 |
|
|
2021
Q4 | – | Sell |
-2,294
| Closed | -$264K | – | 210 |
|
|
2021
Q3 | $264K | Buy |
+2,294
| New | +$264K | 0.08% | 167 |
|