True Link Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,778
| Closed | -$204K | – | 195 |
|
|
2021
Q4 | $204K | Sell |
1,778
-12
| -0.7% | -$1.38K | 0.03% | 246 |
|
|
2021
Q3 | $206K | Hold |
1,790
| – | – | 0.03% | 223 |
|
|
2021
Q2 | $207K | Sell |
1,790
-8,244
| -82% | -$953K | 0.03% | 187 |
|
|
2021
Q1 | $1.13M | Hold |
10,034
| – | – | 0.16% | 61 |
|
|
2020
Q4 | $1.2M | Buy |
+10,034
| New | +$1.2M | 0.19% | 57 |
|