TFA
Tranquilli Financial Advisor’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,769
| Closed | -$458K | – | 82 |
|
|
2022
Q3 | $458K | Sell |
4,769
-1,101
| -19% | -$106K | 0.36% | 28 |
|
|
2022
Q2 | $601K | Sell |
5,870
-11,375
| -66% | -$1.16M | 0.46% | 26 |
|
|
2022
Q1 | $1.85M | Buy |
17,245
+7,155
| +71% | +$769K | 1.32% | 27 |
|
|
2021
Q4 | $1.16M | Buy |
+10,090
| New | +$1.16M | 0.81% | 35 |
|
|
2021
Q2 | – | Sell |
-20,199
| Closed | -$2.28M | – | 81 |
|
|
2021
Q1 | $2.28M | Buy |
20,199
+12,409
| +159% | +$1.4M | 1.84% | 24 |
|
|
2020
Q4 | $934K | Buy |
+7,790
| New | +$934K | 0.85% | 37 |
|