Spotlight Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.86M | Sell |
19,820
-1,700
| -8% | -$159K | 1.3% | 16 |
|
|
2024
Q1 | $2.04M | Buy |
21,520
+351
| +2% | +$33.2K | 1.46% | 16 |
|
|
2023
Q4 | $1.94M | Hold |
21,169
| – | – | 1.76% | 15 |
|
|
2023
Q3 | $1.94M | Sell |
21,169
-2,564
| -11% | -$235K | 1.76% | 15 |
|
|
2023
Q2 | $2.29M | Buy |
+23,733
| New | +$2.29M | 2.05% | 14 |
|
|
2020
Q4 | – | Sell |
-5,884
| Closed | -$717K | – | 143 |
|
|
2020
Q3 | $717K | Sell |
5,884
-85
| -1% | -$10.4K | 0.28% | 60 |
|
|
2020
Q2 | $727K | Buy |
+5,969
| New | +$727K | 0.3% | 49 |
|