Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $43K | Hold |
471
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $45K | Buy |
+471
| New | +$45K | 0.01% | 153 |
|
|
2022
Q3 | – | Sell |
-476
| Closed | -$48K | – | 660 |
|
|
2022
Q2 | $48K | Sell |
476
-619
| -57% | -$62.4K | 0.04% | 93 |
|
|
2022
Q1 | $117K | Hold |
1,095
| – | – | 0.1% | 45 |
|
|
2021
Q4 | $125K | Buy |
+1,095
| New | +$125K | 0.12% | 39 |
|