Strategic Equity Management’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
Q4 | – | Sell |
-57,935
| Closed | -$5.56M | – | 37 |
|
|
2022
Q3 | $5.56M | Buy |
57,935
+599
| +1% | +$57.5K | 2.3% | 16 |
|
|
2022
Q2 | $5.87M | Buy |
57,336
+833
| +1% | +$85.2K | 3.04% | 14 |
|
|
2022
Q1 | $6.07M | Buy |
56,503
+22,596
| +67% | +$2.43M | 2.18% | 16 |
|
|
2021
Q4 | $3.9M | Sell |
33,907
-20,288
| -37% | -$2.33M | 1.22% | 21 |
|
|
2021
Q3 | $6.24M | Buy |
54,195
+30,301
| +127% | +$3.49M | 2.09% | 19 |
|
|
2021
Q2 | $2.76M | Buy |
23,894
+1,847
| +8% | +$213K | 0.94% | 22 |
|
|
2021
Q1 | $2.49M | Sell |
22,047
-10,743
| -33% | -$1.21M | 1.05% | 20 |
|
|
2020
Q4 | $3.93M | Buy |
+32,790
| New | +$3.93M | 1.76% | 15 |
|