RG
Retirement Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $52.3K | Buy |
553
+3
| +0.5% | +$284 | 0.02% | 230 |
|
|
2023
Q4 | $53K | Buy |
550
+359
| +188% | +$34.6K | 0.02% | 211 |
|
|
2023
Q3 | $17.5K | Sell |
191
-6,780
| -97% | -$621K | 0.01% | 334 |
|
|
2023
Q2 | $673K | Buy |
6,971
+6,262
| +883% | +$605K | 0.28% | 53 |
|
|
2023
Q1 | $70K | Buy |
709
+518
| +271% | +$51.1K | 0.03% | 164 |
|
|
2022
Q4 | $18K | Buy |
+191
| New | +$18K | 0.01% | 291 |
|
|
2022
Q3 | – | Sell |
-227
| Closed | -$23K | – | 632 |
|
|
2022
Q2 | $23K | Buy |
227
+72
| +46% | +$7.3K | 0.01% | 298 |
|
|
2022
Q1 | $17K | Hold |
155
| – | – | 0.01% | 366 |
|
|
2021
Q4 | $18K | Sell |
155
-105
| -40% | -$12.2K | 0.01% | 350 |
|
|
2021
Q3 | $30K | Hold |
260
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $30K | Sell |
260
-104
| -29% | -$12K | 0.01% | 275 |
|
|
2021
Q1 | $41K | Buy |
364
+1
| +0.3% | +$113 | 0.02% | 300 |
|
|
2020
Q4 | $43K | Hold |
363
| – | – | 0.02% | 276 |
|
|
2020
Q3 | $44K | Buy |
363
+105
| +41% | +$12.7K | 0.02% | 261 |
|
|
2020
Q2 | $31K | Buy |
+258
| New | +$31K | 0.02% | 278 |
|
|
2019
Q4 | $29K | Buy |
+265
| New | +$29K | 0.02% | 281 |
|