Piershale Financial Group’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
Q2 | $5.6K | Hold |
58
| – | – | ﹤0.01% | 154 |
|
2023
Q1 | $5.75K | Sell |
58
-18
| -24% | -$1.78K | ﹤0.01% | 153 |
|
2022
Q4 | $7.28K | Buy |
+76
| New | +$7.28K | 0.01% | 138 |
|
2020
Q3 | – | Sell |
-171,209
| Closed | -$20.9M | – | 21 |
|
2020
Q2 | $20.9M | Buy |
+171,209
| New | +$20.9M | 12.15% | 4 |
|
2016
Q1 | – | Sell |
-256,904
| Closed | -$27.1M | – | 163 |
|
2015
Q4 | $27.1M | Buy |
+256,904
| New | +$27.1M | 16.48% | 3 |
|
2015
Q3 | – | Sell |
-167,054
| Closed | -$17.5M | – | 150 |
|
2015
Q2 | $17.5M | Buy |
+167,054
| New | +$17.5M | 13.21% | 1 |
|