ARS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,559
| Closed | -$273K | – | 123 |
|
|
2017
Q2 | $273K | Sell |
2,559
-1,398
| -35% | -$149K | 0.11% | 92 |
|
|
2017
Q1 | $418K | Sell |
3,957
-13,166
| -77% | -$1.39M | 0.18% | 69 |
|
|
2016
Q4 | $1.8M | Sell |
17,123
-29,556
| -63% | -$3.1M | 0.81% | 21 |
|
|
2016
Q3 | $5.22M | Sell |
46,679
-60,608
| -56% | -$6.78M | 2.21% | 9 |
|
|
2016
Q2 | $12.1M | Buy |
107,287
+716
| +0.7% | +$80.9K | 5.15% | 6 |
|
|
2016
Q1 | $11.8M | Buy |
+106,571
| New | +$11.8M | 5.52% | 7 |
|