B. Riley Wealth 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 | $528 | Buy |
5,162
+1,665
| +48% | +$170 | ﹤0.01% | 403 |
|
|
2022
Q1 | $376K | Sell |
3,497
-1,206
| -26% | -$130K | 0.03% | 393 |
|
|
2021
Q4 | $541K | Buy |
4,703
+770
| +20% | +$88.6K | 0.04% | 330 |
|
|
2021
Q3 | $453K | Buy |
+3,933
| New | +$453K | 0.03% | 361 |
|
|
2021
Q2 | – | Sell |
-1,826
| Closed | -$206K | – | 445 |
|
|
2021
Q1 | $206K | Buy |
+1,826
| New | +$206K | 0.02% | 369 |
|
|
2020
Q3 | – | Sell |
-15,776
| Closed | -$1.92M | – | 461 |
|
|
2020
Q2 | $1.92M | Buy |
15,776
+12,607
| +398% | +$1.54M | 0.21% | 105 |
|
|
2020
Q1 | $385K | Sell |
3,169
-953
| -23% | -$116K | 0.04% | 313 |
|
|
2019
Q4 | $454K | Sell |
4,122
-13,970
| -77% | -$1.54M | 0.07% | 221 |
|
|
2019
Q3 | $2.04M | Buy |
18,092
+360
| +2% | +$40.5K | 0.36% | 68 |
|
|
2019
Q2 | $1.95K | Sell |
17,732
-2,746
| -13% | -$302 | 0.3% | 68 |
|
|
2019
Q1 | $2.18M | Buy |
20,478
+17,933
| +705% | +$1.91M | 0.38% | 64 |
|
|
2018
Q4 | $265K | Buy |
2,545
+45
| +2% | +$4.69K | 0.06% | 265 |
|
|
2018
Q3 | $253K | Buy |
+2,500
| New | +$253K | 0.06% | 244 |
|
|
2015
Q3 | – | Sell |
-66
| Closed | -$6K | – | 421 |
|
|
2015
Q2 | $6K | Sell |
66
-364
| -85% | -$33.1K | ﹤0.01% | 829 |
|
|
2015
Q1 | $46K | Buy |
430
+37
| +9% | +$3.96K | 0.03% | 423 |
|
|
2014
Q4 | $41K | Hold |
393
| – | – | 0.03% | 424 |
|
|
2014
Q3 | $40K | Hold |
393
| – | – | 0.03% | 456 |
|
|
2014
Q2 | $40K | Hold |
393
| – | – | 0.03% | 508 |
|
|
2014
Q1 | $40K | Buy |
+393
| New | +$40K | 0.03% | 485 |
|