Shelton Wealth 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
Q3 | – | Sell |
-4,746
| Closed | -$458K | – | 68 |
|
|
2023
Q2 | $458K | Sell |
4,746
-23
| -0.5% | -$2.22K | 0.36% | 36 |
|
|
2023
Q1 | $473K | Sell |
4,769
-37,377
| -89% | -$3.7M | 0.38% | 34 |
|
|
2022
Q4 | $4.04M | Buy |
42,146
+18,194
| +76% | +$1.74M | 3.19% | 10 |
|
|
2022
Q3 | $2.3M | Buy |
23,952
+69
| +0.3% | +$6.62K | 2.05% | 16 |
|
|
2022
Q2 | $2.44M | Buy |
+23,883
| New | +$2.44M | 2.08% | 16 |
|