TrinityPoint Wealth’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
Q4 | $3.31M | Sell |
35,805
-11,212
| -24% | -$1.04M | 0.47% | 56 |
|
|
2024
Q3 | $4.61M | Buy |
47,017
+965
| +2% | +$94.7K | 0.66% | 33 |
|
|
2024
Q2 | $4.31M | Buy |
46,052
+1,389
| +3% | +$130K | 0.67% | 30 |
|
|
2024
Q1 | $4.23M | Buy |
44,663
+11,292
| +34% | +$1.07M | 0.7% | 30 |
|
|
2023
Q4 | $3.22M | Buy |
33,371
+15,222
| +84% | +$1.47M | 0.58% | 37 |
|
|
2023
Q3 | $1.66M | Buy |
18,149
+8,494
| +88% | +$778K | 0.33% | 83 |
|
|
2023
Q2 | $933K | Buy |
+9,655
| New | +$933K | 0.18% | 122 |
|
|
2022
Q4 | – | Sell |
-2,268
| Closed | -$218K | – | 285 |
|
|
2022
Q3 | $218K | Sell |
2,268
-355
| -14% | -$34.1K | 0.05% | 250 |
|
|
2022
Q2 | $268K | Buy |
2,623
+19
| +0.7% | +$1.94K | 0.06% | 225 |
|
|
2022
Q1 | $280K | Buy |
2,604
+864
| +50% | +$92.9K | 0.05% | 255 |
|
|
2021
Q4 | $200K | Buy |
+1,740
| New | +$200K | 0.04% | 299 |
|