SteelPeak Wealth’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
Q2 | – | Sell |
-2,759
| Closed | -$273K | – | 420 |
|
|
2023
Q1 | $273K | Buy |
+2,759
| New | +$273K | 0.02% | 304 |
|
|
2021
Q2 | – | Sell |
-7,928
| Closed | -$895K | – | 422 |
|
|
2021
Q1 | $895K | Sell |
7,928
-5,593
| -41% | -$631K | 0.07% | 166 |
|
|
2020
Q4 | $1.62M | Sell |
13,521
-2,339
| -15% | -$281K | 0.15% | 114 |
|
|
2020
Q3 | $1.93M | Buy |
+15,860
| New | +$1.93M | 0.21% | 92 |
|