Sage Capital Advisors’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
Q4 | – | Sell |
-2,774
| Closed | -$272K | – | 146 |
|
|
2024
Q3 | $272K | Hold |
2,774
| – | – | 0.07% | 122 |
|
|
2024
Q2 | $260K | Hold |
2,774
| – | – | 0.07% | 125 |
|
|
2024
Q1 | $263K | Hold |
2,774
| – | – | 0.08% | 123 |
|
|
2023
Q4 | $267K | Hold |
2,774
| – | – | 0.09% | 114 |
|
|
2023
Q3 | $254K | Hold |
2,774
| – | – | 0.09% | 113 |
|
|
2023
Q2 | $268K | Hold |
2,774
| – | – | 0.09% | 114 |
|
|
2023
Q1 | $275K | Hold |
2,774
| – | – | 0.1% | 111 |
|
|
2022
Q4 | $266K | Buy |
+2,774
| New | +$266K | 0.12% | 110 |
|