1834 Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-152
| Closed | -$17K | – | 510 |
|
|
2021
Q1 | $17K | Hold |
152
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $18K | Buy |
+152
| New | +$18K | ﹤0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-29,350
| Closed | -$3.24M | – | 420 |
|
|
2019
Q4 | $3.24M | Buy |
29,350
+13,650
| +87% | +$1.5M | 0.5% | 57 |
|
|
2019
Q3 | $1.77M | Buy |
+15,700
| New | +$1.77M | 0.26% | 78 |
|