Anchor Investment Management’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
Q2 | – | Sell |
-45
| Closed | -$4.84K | – | 982 |
|
|
2022
Q1 | $4.84K | Hold |
45
| – | – | ﹤0.01% | 848 |
|
|
2021
Q4 | $5.18K | Hold |
45
| – | – | ﹤0.01% | 866 |
|
|
2021
Q3 | $5.19K | Hold |
45
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $5.2K | Hold |
45
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $5.08K | Sell |
45
-50
| -53% | -$5.65K | ﹤0.01% | 779 |
|
|
2020
Q4 | $11.4K | Sell |
95
-50
| -34% | -$6K | ﹤0.01% | 664 |
|
|
2020
Q3 | $17.7K | Hold |
145
| – | – | ﹤0.01% | 583 |
|
|
2020
Q2 | $17.7K | Hold |
145
| – | – | ﹤0.01% | 568 |
|
|
2020
Q1 | $17.6K | Hold |
145
| – | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $16K | Sell |
145
-60
| -29% | -$6.61K | ﹤0.01% | 599 |
|
|
2019
Q3 | $23.1K | Sell |
205
-200
| -49% | -$22.5K | 0.01% | 549 |
|
|
2019
Q2 | $44.6K | Sell |
405
-40
| -9% | -$4.4K | 0.01% | 470 |
|
|
2019
Q1 | $47.5K | Hold |
445
| – | – | 0.01% | 447 |
|
|
2018
Q4 | $46.4K | Sell |
445
-12,895
| -97% | -$1.34M | 0.01% | 443 |
|
|
2018
Q3 | $1.35M | Sell |
13,340
-131
| -1% | -$13.3K | 0.31% | 89 |
|
|
2018
Q2 | $1.38M | Sell |
13,471
-143
| -1% | -$14.7K | 0.34% | 81 |
|
|
2018
Q1 | $1.4M | Buy |
13,614
+244
| +2% | +$25.2K | 0.37% | 77 |
|
|
2017
Q4 | $1.41M | Buy |
13,370
+1,683
| +14% | +$178K | 0.37% | 75 |
|
|
2017
Q3 | $1.24M | Buy |
11,687
+10,987
| +1,570% | +$1.17M | 0.36% | 82 |
|
|
2017
Q2 | $74.6K | Hold |
700
| – | – | 0.02% | 363 |
|
|
2017
Q1 | $73.9K | Hold |
700
| – | – | 0.03% | 354 |
|
|
2016
Q4 | $73.4K | Sell |
700
-3,070
| -81% | -$322K | 0.03% | 339 |
|
|
2016
Q3 | $422K | Hold |
3,770
| – | – | 0.16% | 140 |
|
|
2016
Q2 | $426K | Hold |
3,770
| – | – | 0.17% | 136 |
|
|
2016
Q1 | $416K | Buy |
+3,770
| New | +$416K | 0.17% | 137 |
|