StrategIQ 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
Q2 | – | Sell |
-2,136
| Closed | -$212K | – | 306 |
|
|
2023
Q1 | $212K | Buy |
+2,136
| New | +$212K | 0.02% | 275 |
|
|
2021
Q2 | – | Sell |
-4,454
| Closed | -$503K | – | 219 |
|
|
2021
Q1 | $503K | Buy |
4,454
+104
| +2% | +$11.7K | 0.11% | 142 |
|
|
2020
Q4 | $522K | Buy |
+4,350
| New | +$522K | 0.12% | 135 |
|
|
2018
Q2 | – | Sell |
-2,523
| Closed | -$260K | – | 178 |
|
|
2018
Q1 | $260K | Buy |
2,523
+59
| +2% | +$6.08K | 0.1% | 145 |
|
|
2017
Q4 | $260K | Sell |
2,464
-960
| -28% | -$101K | 0.1% | 143 |
|
|
2017
Q3 | $365K | Buy |
3,424
+903
| +36% | +$96.3K | 0.15% | 100 |
|
|
2017
Q2 | $269K | Sell |
2,521
-31
| -1% | -$3.31K | 0.11% | 120 |
|
|
2017
Q1 | $270K | Buy |
2,552
+256
| +11% | +$27.1K | 0.12% | 112 |
|
|
2016
Q4 | $241K | Buy |
2,296
+309
| +16% | +$32.4K | 0.12% | 113 |
|
|
2016
Q3 | $222K | Buy |
+1,987
| New | +$222K | 0.12% | 102 |
|