Spearhead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,595
| Closed | -$1.39M | – | 126 |
|
|
2022
Q2 | $1.39M | Buy |
13,595
+49
| +0.4% | +$5.01K | 0.21% | 63 |
|
|
2022
Q1 | $1.46M | Buy |
+13,546
| New | +$1.46M | 0.18% | 64 |
|
|
2021
Q3 | – | Sell |
-16,548
| Closed | -$1.91M | – | 193 |
|
|
2021
Q2 | $1.91M | Buy |
16,548
+1,032
| +7% | +$119K | 0.26% | 58 |
|
|
2021
Q1 | $1.75M | Buy |
15,516
+19
| +0.1% | +$2.15K | 0.26% | 58 |
|
|
2020
Q4 | $1.86M | Buy |
15,497
+2,137
| +16% | +$256K | 0.3% | 59 |
|
|
2020
Q3 | $1.63M | Buy |
13,360
+4,824
| +57% | +$588K | 0.31% | 58 |
|
|
2020
Q2 | $1.04M | Buy |
8,536
+3,517
| +70% | +$429K | 0.22% | 59 |
|
|
2020
Q1 | $610K | Buy |
+5,019
| New | +$610K | 0.18% | 72 |
|