AIM
Advantage Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,562
| Closed | -$371K | – | 961 |
|
|
2018
Q4 | $371K | Buy |
3,562
+3,316
| +1,348% | +$345K | 0.28% | 65 |
|
|
2018
Q3 | $25K | Sell |
246
-3
| -1% | -$305 | 0.02% | 528 |
|
|
2018
Q2 | $26K | Hold |
249
| – | – | 0.02% | 489 |
|
|
2018
Q1 | $26K | Sell |
249
-383
| -61% | -$40K | 0.01% | 507 |
|
|
2017
Q4 | $67K | Sell |
632
-133
| -17% | -$14.1K | 0.02% | 349 |
|
|
2017
Q3 | $81K | Buy |
765
+18
| +2% | +$1.91K | 0.03% | 305 |
|
|
2017
Q2 | $80K | Sell |
747
-221
| -23% | -$23.7K | 0.03% | 273 |
|
|
2017
Q1 | $102K | Buy |
968
+97
| +11% | +$10.2K | 0.04% | 222 |
|
|
2016
Q4 | $91K | Sell |
871
-43,124
| -98% | -$4.51M | 0.03% | 236 |
|
|
2016
Q3 | $4.92M | Buy |
43,995
+34,878
| +383% | +$3.9M | 1.8% | 15 |
|
|
2016
Q2 | $1.03M | Sell |
9,117
-62,268
| -87% | -$7.03M | 0.48% | 48 |
|
|
2016
Q1 | $7.88M | Buy |
71,385
+60,309
| +545% | +$6.65M | 3.38% | 3 |
|
|
2015
Q4 | $1.17M | Buy |
+11,076
| New | +$1.17M | 0.61% | 50 |
|
|
2015
Q3 | – | Sell |
-12,265
| Closed | -$1.29M | – | 858 |
|
|
2015
Q2 | $1.29M | Sell |
12,265
-11,457
| -48% | -$1.2M | 0.63% | 43 |
|
|
2015
Q1 | $2.57M | Sell |
23,722
-3,369
| -12% | -$365K | 1.46% | 14 |
|
|
2014
Q4 | $2.87M | Buy |
+27,091
| New | +$2.87M | 2.14% | 9 |
|