Silverlake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,708
| Closed | -$256K | – | 283 |
|
|
2024
Q1 | $256K | Buy |
+2,708
| New | +$256K | 0.13% | 193 |
|
|
2023
Q3 | – | Sell |
-2,606
| Closed | -$252K | – | 237 |
|
|
2023
Q2 | $252K | Buy |
+2,606
| New | +$252K | 0.14% | 174 |
|
|
2023
Q1 | – | Sell |
-3,506
| Closed | -$336K | – | 220 |
|
|
2022
Q4 | $336K | Sell |
3,506
-4,304
| -55% | -$412K | 0.21% | 126 |
|
|
2022
Q3 | $750K | Buy |
7,810
+2,769
| +55% | +$266K | 0.51% | 54 |
|
|
2022
Q2 | $516K | Buy |
5,041
+70
| +1% | +$7.16K | 0.34% | 73 |
|
|
2022
Q1 | $534K | Buy |
+4,971
| New | +$534K | 0.31% | 79 |
|