WealthOne’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
Q3 | $341K | Sell |
3,721
-1,803
| -33% | -$165K | 0.14% | 55 |
|
|
2023
Q2 | $534K | Sell |
5,524
-9,543
| -63% | -$922K | 0.2% | 45 |
|
|
2023
Q1 | $1.49M | Buy |
15,067
+9,436
| +168% | +$935K | 0.58% | 27 |
|
|
2022
Q4 | $539K | Sell |
5,631
-3,832
| -40% | -$367K | 0.22% | 51 |
|
|
2022
Q3 | $908K | Buy |
9,463
+3,572
| +61% | +$343K | 0.39% | 35 |
|
|
2022
Q2 | $603K | Sell |
5,891
-2,450
| -29% | -$251K | 0.25% | 49 |
|
|
2022
Q1 | $896K | Buy |
8,341
+3,919
| +89% | +$421K | 0.32% | 37 |
|
|
2021
Q4 | $509K | Sell |
4,422
-2,188
| -33% | -$252K | 0.18% | 59 |
|
|
2021
Q3 | $762K | Buy |
6,610
+329
| +5% | +$37.9K | 0.29% | 45 |
|
|
2021
Q2 | $725K | Sell |
6,281
-2,789
| -31% | -$322K | 0.28% | 47 |
|
|
2021
Q1 | $1.02M | Sell |
9,070
-4,786
| -35% | -$540K | 0.44% | 31 |
|
|
2020
Q4 | $1.66M | Buy |
13,856
+2,985
| +27% | +$358K | 0.8% | 22 |
|
|
2020
Q3 | $1.32M | Sell |
10,871
-9,017
| -45% | -$1.1M | 0.75% | 21 |
|
|
2020
Q2 | $2.42M | Buy |
19,888
+10,433
| +110% | +$1.27M | 1.49% | 14 |
|
|
2020
Q1 | $1.15M | Buy |
9,455
+1,689
| +22% | +$205K | 0.88% | 19 |
|
|
2019
Q4 | $856K | Sell |
7,766
-2,238
| -22% | -$247K | 0.53% | 27 |
|
|
2019
Q3 | $1.13M | Sell |
10,004
-19,272
| -66% | -$2.17M | 0.8% | 21 |
|
|
2019
Q2 | $3.22M | Buy |
29,276
+18,647
| +175% | +$2.05M | 2.28% | 10 |
|
|
2019
Q1 | $1.13M | Sell |
10,629
-10,027
| -49% | -$1.07M | 1.28% | 15 |
|
|
2018
Q4 | $2.15M | Buy |
+20,656
| New | +$2.15M | 1.88% | 11 |
|