Summit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $229K | Sell |
2,422
-332
| -12% | -$31.4K | 0.08% | 180 |
|
|
2023
Q4 | $265K | Sell |
2,754
-40
| -1% | -$3.86K | 0.1% | 164 |
|
|
2023
Q3 | $256K | Sell |
2,794
-400
| -13% | -$36.6K | 0.11% | 160 |
|
|
2023
Q2 | $309K | Hold |
3,194
| – | – | 0.12% | 149 |
|
|
2023
Q1 | $317K | Sell |
3,194
-20
| -0.6% | -$1.98K | 0.12% | 152 |
|
|
2022
Q4 | $308K | Sell |
3,214
-210
| -6% | -$20.1K | 0.12% | 154 |
|
|
2022
Q3 | $329K | Sell |
3,424
-3,629
| -51% | -$349K | 0.14% | 145 |
|
|
2022
Q2 | $771K | Buy |
7,053
+3,484
| +98% | +$381K | 0.3% | 94 |
|
|
2022
Q1 | $384K | Sell |
3,569
-45
| -1% | -$4.84K | 0.13% | 143 |
|
|
2021
Q4 | $416K | Hold |
3,614
| – | – | 0.14% | 140 |
|
|
2021
Q3 | $416K | Hold |
3,614
| – | – | 0.15% | 137 |
|
|
2021
Q2 | $417K | Sell |
3,614
-598
| -14% | -$69K | 0.16% | 135 |
|
|
2021
Q1 | $476K | Hold |
4,212
| – | – | 0.2% | 110 |
|
|
2020
Q4 | $505K | Hold |
4,212
| – | – | 0.22% | 98 |
|
|
2020
Q3 | $513K | Sell |
4,212
-200
| -5% | -$24.4K | 0.25% | 89 |
|
|
2020
Q2 | $538K | Sell |
4,412
-15
| -0.3% | -$1.83K | 0.28% | 82 |
|
|
2020
Q1 | $538K | Hold |
4,427
| – | – | 0.32% | 76 |
|
|
2019
Q4 | $488K | Sell |
4,427
-1,125
| -20% | -$124K | 0.23% | 94 |
|
|
2019
Q3 | $624K | Sell |
5,552
-395
| -7% | -$44.4K | 0.32% | 82 |
|
|
2019
Q2 | $654K | Buy |
+5,947
| New | +$654K | 0.3% | 81 |
|