AIS
Accurate Investment Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,477
| Closed | -$1.03M | – | 181 |
|
|
2020
Q1 | $1.03M | Buy |
8,477
+2,839
| +50% | +$345K | 0.83% | 30 |
|
|
2019
Q4 | $621K | Buy |
5,638
+4,637
| +463% | +$511K | 0.4% | 35 |
|
|
2019
Q3 | $113K | Buy |
1,001
+8
| +0.8% | +$903 | 0.08% | 83 |
|
|
2019
Q2 | $109K | Buy |
993
+668
| +206% | +$73.3K | 0.08% | 80 |
|
|
2019
Q1 | $35K | Buy |
+325
| New | +$35K | 0.03% | 130 |
|