Prelude 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
2024
Q1
Hold
0
1296
2023
Q4
Hold
0
1095
2023
Q3
Sell
-4,030
Closed -$389K 1093
2023
Q2
$389K Buy
+4,030
New +$389K 0.03% 480
2023
Q1
Hold
0
1200
2022
Q4
Sell
-2,655
Closed -$255K 1309
2022
Q3
$255K Buy
2,655
+100
+4% +$9.61K 0.01% 923
2022
Q2
$261K Buy
+2,555
New +$261K 0.01% 967
2022
Q1
Sell
-6,650
Closed -$765K 1690
2021
Q4
$765K Buy
6,650
+1,973
+42% +$227K 0.02% 571
2021
Q3
$539K Buy
+4,677
New +$539K 0.01% 632
2021
Q2
Sell
-11,600
Closed -$1.31M 1482
2021
Q1
$1.31M Buy
11,600
+3,257
+39% +$368K 0.03% 292
2020
Q4
$1M Buy
+8,343
New +$1M 0.03% 213
2020
Q3
Sell
-2,000
Closed -$244K 1585
2020
Q2
$244K Buy
+2,000
New +$244K 0.01% 457
2018
Q2
Sell
-73,940
Closed -$7.63M 1485
2018
Q1
$7.63M Buy
73,940
+11,224
+18% +$1.16M 0.55% 23
2017
Q4
$6.62M Sell
62,716
-13,186
-17% -$1.39M 0.53% 26
2017
Q3
$8.09M Sell
75,902
-4,274
-5% -$455K 0.73% 18
2017
Q2
$8.55M Buy
+80,176
New +$8.55M 0.81% 27