Stokes Family Office’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 | – | Sell |
-4,936
| Closed | -$477K | – | 351 |
|
|
2023
Q2 | $477K | Sell |
4,936
-820
| -14% | -$79.2K | 0.06% | 181 |
|
|
2023
Q1 | $571K | Buy |
5,756
+735
| +15% | +$72.9K | 0.07% | 157 |
|
|
2022
Q4 | $481K | Sell |
5,021
-4,645
| -48% | -$445K | 0.06% | 167 |
|
|
2022
Q3 | $928K | Buy |
9,666
+7,517
| +350% | +$722K | 0.13% | 112 |
|
|
2022
Q2 | $220K | Sell |
2,149
-7,257
| -77% | -$743K | 0.03% | 244 |
|
|
2022
Q1 | $1.01M | Buy |
9,406
+3,055
| +48% | +$328K | 0.13% | 99 |
|
|
2021
Q4 | $730K | Buy |
+6,351
| New | +$730K | 0.09% | 126 |
|