Patron Partners’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 |
-5,802
| Closed | -$556K | – | 171 |
|
|
2022
Q4 | $556K | Sell |
5,802
-336
| -5% | -$32.2K | 0.42% | 68 |
|
|
2022
Q3 | $589K | Buy |
6,138
+85
| +1% | +$8.16K | 0.49% | 61 |
|
|
2022
Q2 | $619K | Sell |
6,053
-41
| -0.7% | -$4.19K | 0.49% | 62 |
|
|
2022
Q1 | $654K | Buy |
6,094
+20
| +0.3% | +$2.15K | 0.45% | 65 |
|
|
2021
Q4 | $699K | Sell |
6,074
-157
| -3% | -$18.1K | 0.46% | 59 |
|
|
2021
Q3 | $717K | Buy |
6,231
+415
| +7% | +$47.8K | 0.53% | 49 |
|
|
2021
Q2 | $671K | Sell |
5,816
-185
| -3% | -$21.3K | 0.5% | 51 |
|
|
2021
Q1 | $677K | Buy |
6,001
+69
| +1% | +$7.78K | 0.57% | 43 |
|
|
2020
Q4 | $712K | Buy |
+5,932
| New | +$712K | 0.69% | 35 |
|