Artemis 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-985
| Closed | -$113K | – | 81 |
|
|
2021
Q3 | $113K | Hold |
985
| – | – | 0.02% | 36 |
|
|
2021
Q2 | $114K | Buy |
+985
| New | +$114K | 0.02% | 32 |
|
|
2017
Q2 | – | Sell |
-185,580
| Closed | -$19.6M | – | 32 |
|
|
2017
Q1 | $19.6M | Buy |
185,580
+9,000
| +5% | +$950K | 15.96% | 2 |
|
|
2016
Q4 | $18.5M | Buy |
+176,580
| New | +$18.5M | 17.46% | 2 |
|