TCWP’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
Q3 | – | Sell |
-33,661
| Closed | -$3.25M | – | 135 |
|
|
2023
Q2 | $3.25M | Buy |
33,661
+23,211
| +222% | +$2.24M | 0.69% | 44 |
|
|
2023
Q1 | $1.04M | Sell |
10,450
-6,051
| -37% | -$600K | 0.2% | 99 |
|
|
2022
Q4 | $1.58M | Sell |
16,501
-13,066
| -44% | -$1.25M | 0.32% | 84 |
|
|
2022
Q3 | $2.84M | Sell |
29,567
-43,962
| -60% | -$4.22M | 0.6% | 50 |
|
|
2022
Q2 | $7.52M | Buy |
73,529
+53,183
| +261% | +$5.44M | 1.6% | 9 |
|
|
2022
Q1 | $2.19M | Buy |
20,346
+10,422
| +105% | +$1.12M | 0.4% | 67 |
|
|
2021
Q4 | $1.14M | Buy |
+9,924
| New | +$1.14M | 0.23% | 99 |
|