SXL
Summit X LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,376
| Closed | -$236K | – | 277 |
|
|
2023
Q1 | $236K | Buy |
+2,376
| New | +$236K | 0.06% | 234 |
|
|
2020
Q4 | – | Sell |
-571
| Closed | -$2.68K | – | 327 |
|
|
2020
Q3 | $2.68K | Buy |
+571
| New | +$2.68K | 0.04% | 166 |
|
|
2018
Q3 | – | Sell |
-3,831
| Closed | -$400K | – | 224 |
|
|
2018
Q2 | $400K | Buy |
3,831
+77
| +2% | +$8.04K | 0.22% | 126 |
|
|
2018
Q1 | $394K | Sell |
3,754
-17,005
| -82% | -$1.78M | 0.24% | 116 |
|
|
2017
Q4 | $2.19M | Buy |
20,759
+9,206
| +80% | +$973K | 1.39% | 15 |
|
|
2017
Q3 | $1.24M | Buy |
11,553
+5,272
| +84% | +$566K | 0.82% | 29 |
|
|
2017
Q2 | $669K | Buy |
+6,281
| New | +$669K | 0.48% | 58 |
|