Tilia Fiduciary 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
Q3 | – | Sell |
-132
| Closed | -$12.8K | – | 261 |
|
|
2023
Q2 | $12.8K | Buy |
132
+81
| +159% | +$7.82K | 0.01% | 354 |
|
|
2023
Q1 | $5.06K | Hold |
51
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $4.89K | Hold |
51
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $5K | Sell |
51
-14
| -22% | -$1.37K | 0.01% | 421 |
|
|
2022
Q2 | $7K | Sell |
65
-87
| -57% | -$9.37K | 0.01% | 409 |
|
|
2022
Q1 | $16K | Sell |
152
-67
| -31% | -$7.05K | 0.01% | 353 |
|
|
2021
Q4 | $25K | Buy |
+219
| New | +$25K | 0.02% | 295 |
|