Ovata Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,810
| Closed | -$1.61M | – | 34 |
|
|
2022
Q4 | $1.61M | Buy |
+16,810
| New | +$1.61M | 0.53% | 21 |
|
|
2022
Q3 | – | Sell |
-1,973
| Closed | -$202K | – | 43 |
|
|
2022
Q2 | $202K | Buy |
+1,973
| New | +$202K | 0.06% | 37 |
|
|
2021
Q4 | – | Sell |
-1,702
| Closed | -$196K | – | 63 |
|
|
2021
Q3 | $196K | Sell |
1,702
-7,680
| -82% | -$884K | 0.08% | 36 |
|
|
2021
Q2 | $1.08M | Sell |
9,382
-4,118
| -31% | -$475K | 0.52% | 26 |
|
|
2021
Q1 | $1.52M | Buy |
+13,500
| New | +$1.52M | 0.95% | 26 |
|