BFG
Barber Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $415K | Sell |
4,186
-14,771
| -78% | -$1.46M | 0.07% | 86 |
|
|
2022
Q4 | $1.82M | Sell |
18,957
-3,771
| -17% | -$361K | 0.5% | 28 |
|
|
2022
Q3 | $2.18M | Sell |
22,728
-6,104
| -21% | -$586K | 0.63% | 22 |
|
|
2022
Q2 | $2.95M | Sell |
28,832
-95,142
| -77% | -$9.73M | 0.48% | 22 |
|
|
2022
Q1 | $13.3M | Buy |
123,974
+81,266
| +190% | +$8.73M | 1.77% | 12 |
|
|
2021
Q4 | $4.91M | Buy |
42,708
+37,673
| +748% | +$4.33M | 0.59% | 34 |
|
|
2021
Q3 | $580K | Buy |
5,035
+2,096
| +71% | +$241K | 0.08% | 83 |
|
|
2021
Q2 | $339K | Sell |
2,939
-394,738
| -99% | -$45.5M | 0.05% | 111 |
|
|
2021
Q1 | $44.9M | Sell |
397,677
-9,113
| -2% | -$1.03M | 6.56% | 7 |
|
|
2020
Q4 | $48.8M | Buy |
406,790
+164,719
| +68% | +$19.8M | 8.91% | 1 |
|
|
2020
Q3 | $29.5M | Buy |
242,071
+56,358
| +30% | +$6.87M | 6.46% | 4 |
|
|
2020
Q2 | $22.6M | Buy |
185,713
+138,653
| +295% | +$16.9M | 5.42% | 4 |
|
|
2020
Q1 | $5.72M | Buy |
+47,060
| New | +$5.72M | 1.81% | 14 |
|