Sowa Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,585
| Closed | -$278K | – | 50 |
|
|
2022
Q1 | $278K | Sell |
2,585
-147
| -5% | -$15.8K | 0.17% | 58 |
|
|
2021
Q4 | $314K | Sell |
2,732
-244
| -8% | -$28K | 0.18% | 52 |
|
|
2021
Q3 | $343K | Sell |
2,976
-1,015
| -25% | -$117K | 0.22% | 53 |
|
|
2021
Q2 | $461K | Sell |
3,991
-972
| -20% | -$112K | 0.34% | 40 |
|
|
2021
Q1 | $560K | Sell |
4,963
-3,991
| -45% | -$450K | 0.39% | 36 |
|
|
2020
Q4 | $1.07M | Sell |
8,954
-9,846
| -52% | -$1.18M | 0.72% | 27 |
|
|
2020
Q3 | $2.29M | Sell |
18,800
-1,568
| -8% | -$191K | 1.64% | 16 |
|
|
2020
Q2 | $2.48M | Buy |
20,368
+416
| +2% | +$50.7K | 1.88% | 16 |
|
|
2020
Q1 | $2.42M | Buy |
19,952
+18,398
| +1,184% | +$2.24M | 2.13% | 15 |
|
|
2019
Q4 | $171K | Buy |
+1,554
| New | +$171K | 0.14% | 65 |
|