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 |
|