Total Clarity Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 564 |
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 973 |
|
2021
Q1 | – | Sell |
-6,075
| Closed | -$729K | – | 822 |
|
2020
Q4 | $729K | Sell |
6,075
-175
| -3% | -$21K | 0.51% | 55 |
|
2020
Q3 | $761K | Sell |
6,250
-343
| -5% | -$41.8K | 0.66% | 40 |
|
2020
Q2 | $804K | Buy |
+6,593
| New | +$804K | 0.74% | 41 |
|