Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-66
| Closed | -$6K | – | 770 |
|
|
2023
Q4 | $6K | Hold |
66
| – | – | ﹤0.01% | 1111 |
|
|
2023
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 1131 |
|
|
2023
Q2 | $6K | Sell |
66
-66
| -50% | -$6K | ﹤0.01% | 1160 |
|
|
2023
Q1 | $13K | Buy |
+132
| New | +$13K | ﹤0.01% | 933 |
|
|
2021
Q1 | – | Sell |
-1,239
| Closed | -$149K | – | 907 |
|
|
2020
Q4 | $149K | Buy |
+1,239
| New | +$149K | 0.03% | 258 |
|