Thoroughbred Financial Services’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 |
-2,127
| Closed | -$205K | – | 579 |
|
2023
Q2 | $205K | Sell |
2,127
-1,716
| -45% | -$165K | 0.03% | 403 |
|
2023
Q1 | $380K | Sell |
3,843
-987
| -20% | -$97.6K | 0.06% | 284 |
|
2022
Q4 | $462K | Sell |
4,830
-217
| -4% | -$20.8K | 0.08% | 245 |
|
2022
Q3 | $484K | Buy |
5,047
+1,747
| +53% | +$168K | 0.09% | 211 |
|
2022
Q2 | $337K | Buy |
+3,300
| New | +$337K | 0.06% | 260 |
|