AdvicePeriod’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 |
-3,242
| Closed | -$366K | – | 86 |
|
|
2021
Q1 | $366K | Buy |
+3,242
| New | +$366K | 0.03% | 77 |
|
|
2020
Q3 | – | Sell |
-1,935
| Closed | -$236K | – | 81 |
|
|
2020
Q2 | $236K | Buy |
+1,935
| New | +$236K | 0.03% | 75 |
|
|
2019
Q2 | – | Sell |
-276,278
| Closed | -$29.5M | – | 84 |
|
|
2019
Q1 | $29.5M | Buy |
276,278
+104,518
| +61% | +$11.1M | 2.82% | 9 |
|
|
2018
Q4 | $17.9M | Buy |
171,760
+9,109
| +6% | +$949K | 2.02% | 15 |
|
|
2018
Q3 | $16.5M | Buy |
162,651
+3,327
| +2% | +$337K | 1.79% | 14 |
|
|
2018
Q2 | $16.3M | Buy |
159,324
+151,932
| +2,055% | +$15.6M | 2.6% | 10 |
|
|
2018
Q1 | $763K | Buy |
7,392
+143
| +2% | +$14.8K | 0.13% | 50 |
|
|
2017
Q4 | $765K | Buy |
+7,249
| New | +$765K | 0.15% | 47 |
|