Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-72
| Closed | -$6.82K | – | 675 |
|
|
2024
Q1 | $6.82K | Hold |
72
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $6.94K | Hold |
72
| – | – | ﹤0.01% | 521 |
|
|
2023
Q3 | $6.59K | Hold |
72
| – | – | ﹤0.01% | 513 |
|
|
2023
Q2 | $6.96K | Hold |
72
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $7.14K | Hold |
72
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $6.9K | Hold |
72
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $7K | Hold |
72
| – | – | ﹤0.01% | 562 |
|
|
2022
Q2 | $7K | Hold |
72
| – | – | ﹤0.01% | 547 |
|
|
2022
Q1 | $8K | Hold |
72
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 531 |
|
|
2021
Q3 | $8K | Hold |
72
| – | – | ﹤0.01% | 534 |
|
|
2021
Q2 | $8K | Buy |
72
+71
| +7,100% | +$7.89K | ﹤0.01% | 520 |
|
|
2021
Q1 | $8 | Sell |
1
-71
| -99% | -$568 | ﹤0.01% | 520 |
|
|
2020
Q4 | $9K | Hold |
72
| – | – | ﹤0.01% | 483 |
|
|
2020
Q3 | $9K | Hold |
72
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $9K | Hold |
72
| – | – | ﹤0.01% | 458 |
|
|
2020
Q1 | $9K | Hold |
72
| – | – | ﹤0.01% | 444 |
|
|
2019
Q4 | $8K | Buy |
+72
| New | +$8K | ﹤0.01% | 488 |
|