SevenOneSeven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,400
| Closed | -$1.31M | – | 31 |
|
|
2023
Q3 | $1.31M | Sell |
14,400
-187
| -1% | -$17K | 3.05% | 13 |
|
|
2023
Q2 | $1.37M | Sell |
14,587
-219
| -1% | -$20.6K | 3.09% | 11 |
|
|
2023
Q1 | $1.48M | Sell |
14,806
-1,940
| -12% | -$194K | 3.34% | 13 |
|
|
2022
Q4 | $1.6M | Sell |
16,746
-396
| -2% | -$37.9K | 3.46% | 11 |
|
|
2022
Q3 | $1.65M | Buy |
17,142
+1,298
| +8% | +$125K | 3.85% | 9 |
|
|
2022
Q2 | $1.62M | Buy |
15,844
+483
| +3% | +$49.4K | 3.77% | 8 |
|
|
2022
Q1 | $1.65M | Buy |
15,361
+199
| +1% | +$21.4K | 3.42% | 8 |
|
|
2021
Q4 | $1.74M | Buy |
15,162
+4,616
| +44% | +$531K | 3.44% | 8 |
|
|
2021
Q3 | $1.22M | Buy |
10,546
+332
| +3% | +$38.3K | 3.07% | 9 |
|
|
2021
Q2 | $1.18M | Sell |
10,214
-3,819
| -27% | -$441K | 3.07% | 9 |
|
|
2021
Q1 | $1.59M | Buy |
+14,033
| New | +$1.59M | 5.84% | 6 |
|