UG Investment Advisers’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
Q2 | – | Sell |
-41,600
| Closed | -$3.94M | – | 14 |
|
|
2024
Q1 | $3.94M | Buy |
+41,600
| New | +$3.94M | 1.3% | 9 |
|
|
2023
Q4 | – | Sell |
-63,650
| Closed | -$5.83M | – | 15 |
|
|
2023
Q3 | $5.83M | Hold |
63,650
| – | – | 1.08% | 9 |
|
|
2023
Q2 | $6.15M | Sell |
63,650
-40,000
| -39% | -$3.86M | 3.29% | 4 |
|
|
2023
Q1 | $10.3M | Sell |
103,650
-10,000
| -9% | -$991K | 7.48% | 5 |
|
|
2022
Q4 | $10.9M | Buy |
+113,650
| New | +$10.9M | 6.5% | 6 |
|