Parkside Investments’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
-99,130
Closed -$9.56M 98
2023
Q4
$9.56M Sell
99,130
-22,799
-19% -$2.2M 1.62% 22
2023
Q3
$11.2M Sell
121,929
-94,800
-44% -$8.68M 2.05% 11
2023
Q2
$20.9M Buy
216,729
+78,650
+57% +$7.6M 3.91% 3
2023
Q1
$13.7M Buy
138,079
+5,954
+5% +$590K 2.58% 6
2022
Q4
$12.7M Buy
132,125
+6,500
+5% +$623K 2.52% 7
2022
Q3
$12.1M Buy
125,625
+57,575
+85% +$5.53M 2.59% 8
2022
Q2
$6.96M Buy
+68,050
New +$6.96M 1.46% 32