Barrington Strategic Wealth Management Group’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 | $8.86M | Buy |
83,193
+1,946
| +2% | +$207K | 4.47% | 3 |
|
|
2017
Q2 | $8.66M | Sell |
81,247
-2,757
| -3% | -$294K | 4.4% | 3 |
|
|
2017
Q1 | $8.87M | Buy |
84,004
+8,245
| +11% | +$871K | 4.62% | 4 |
|
|
2016
Q4 | $7.94M | Buy |
75,759
+12,632
| +20% | +$1.32M | 4.26% | 4 |
|
|
2016
Q3 | $7.06M | Buy |
63,127
+45,815
| +265% | +$5.13M | 3.98% | 4 |
|
|
2016
Q2 | $1.96M | Buy |
17,312
+6,080
| +54% | +$687K | 1.12% | 20 |
|
|
2016
Q1 | $1.24M | Buy |
11,232
+2,830
| +34% | +$312K | 0.72% | 39 |
|
|
2015
Q4 | $887K | Buy |
8,402
+2,835
| +51% | +$299K | 0.52% | 54 |
|
|
2015
Q3 | $601K | Buy |
5,567
+100
| +2% | +$10.8K | 0.38% | 70 |
|
|
2015
Q2 | $574K | Buy |
5,467
+547
| +11% | +$57.4K | 0.35% | 76 |
|
|
2015
Q1 | $533K | Buy |
4,920
+155
| +3% | +$16.8K | 0.33% | 77 |
|
|
2014
Q4 | $505K | Buy |
+4,765
| New | +$505K | 0.32% | 75 |
|
|
2013
Q3 | – | Sell |
-7,385
| Closed | -$757K | – | 93 |
|
|
2013
Q2 | $757K | Buy |
+7,385
| New | +$757K | 0.62% | 54 |
|