Syntal Capital Partners’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
Q4
Sell
-97,114
Closed -$8.89M 52
2023
Q3
$8.89M Sell
97,114
-221,186
-69% -$20.3M 6.91% 3
2023
Q2
$30.7M Sell
318,300
-485
-0.2% -$46.9K 12.32% 2
2023
Q1
$31.6M Buy
318,785
+722
+0.2% +$71.6K 11.55% 1
2022
Q4
$30.5M Buy
318,063
+7,109
+2% +$681K 12.06% 1
2022
Q3
$29.8M Buy
310,954
+40,148
+15% +$3.85M 12.21% 1
2022
Q2
$27.7M Buy
+270,806
New +$27.7M 12.26% 2