Tri-Star Advisors’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
Q1 | – | Sell |
-52,551
| Closed | -$5.19M | – | 47 |
|
|
2022
Q4 | $5.19M | Buy |
+52,551
| New | +$5.19M | 2.55% | 10 |
|
|
2022
Q2 | – | Sell |
-4,500
| Closed | -$466K | – | 59 |
|
|
2022
Q1 | $466K | Buy |
+4,500
| New | +$466K | 0.21% | 38 |
|
|
2021
Q1 | – | Sell |
-34,748
| Closed | -$4.12M | – | 43 |
|
|
2020
Q4 | $4.12M | Buy |
34,748
+9,084
| +35% | +$1.08M | 2.27% | 11 |
|
|
2020
Q3 | $3.12M | Sell |
25,664
-1,995
| -7% | -$242K | 1.95% | 16 |
|
|
2020
Q2 | $3.38M | Buy |
+27,659
| New | +$3.38M | 2.22% | 17 |
|