Wolf Group Capital 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
Q4 | – | Sell |
-14,148
| Closed | -$1.36M | – | 124 |
|
|
2022
Q3 | $1.36M | Hold |
14,148
| – | – | 0.74% | 53 |
|
|
2022
Q2 | $1.45M | Sell |
14,148
-3,288
| -19% | -$336K | 0.75% | 52 |
|
|
2022
Q1 | $1.87M | Sell |
17,436
-35,757
| -67% | -$3.84M | 0.96% | 41 |
|
|
2021
Q4 | $6.12M | Buy |
53,193
+35,462
| +200% | +$4.08M | 1% | 34 |
|
|
2021
Q3 | $2.04M | Sell |
17,731
-196
| -1% | -$22.6K | 1.11% | 28 |
|
|
2021
Q2 | $2.07M | Buy |
17,927
+186
| +1% | +$21.5K | 1.11% | 30 |
|
|
2021
Q1 | $2M | Buy |
17,741
+965
| +6% | +$109K | 1.15% | 34 |
|
|
2020
Q4 | $2.01M | Sell |
16,776
-50
| -0.3% | -$6K | 1.24% | 25 |
|
|
2020
Q3 | $2.05M | Buy |
16,826
+207
| +1% | +$25.2K | 1.43% | 22 |
|
|
2020
Q2 | $2.03M | Buy |
16,619
+1,535
| +10% | +$187K | 1.51% | 24 |
|
|
2020
Q1 | $1.83M | Sell |
15,084
-2,486
| -14% | -$302K | 1.53% | 25 |
|
|
2019
Q4 | $1.94M | Sell |
17,570
-455
| -3% | -$50.2K | 1.27% | 33 |
|
|
2019
Q3 | $2.03M | Sell |
18,025
-2,176
| -11% | -$245K | 1.39% | 30 |
|
|
2019
Q2 | $2.22M | Sell |
20,201
-675
| -3% | -$74.3K | 1.54% | 26 |
|
|
2019
Q1 | $2.23M | Sell |
20,876
-1,458
| -7% | -$156K | 1.53% | 28 |
|
|
2018
Q4 | $2.33M | Buy |
22,334
+9,770
| +78% | +$1.02M | 1.73% | 21 |
|
|
2018
Q3 | $1.27M | Sell |
12,564
-5,142
| -29% | -$520K | 0.83% | 44 |
|
|
2018
Q2 | $1.82M | Buy |
+17,706
| New | +$1.82M | 1.18% | 34 |
|