Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-467
| Closed | -$43.7K | – | 1144 |
|
|
2024
Q2 | $43.7K | Buy |
467
+352
| +306% | +$33K | ﹤0.01% | 677 |
|
|
2024
Q1 | $10.9K | Buy |
+115
| New | +$10.9K | ﹤0.01% | 900 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$23K | – | 625 |
|
|
2021
Q3 | $23K | Hold |
200
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $23.1K | Sell |
200
-22
| -10% | -$2.54K | ﹤0.01% | 608 |
|
|
2021
Q1 | $25.1K | Hold |
222
| – | – | ﹤0.01% | 638 |
|
|
2020
Q4 | $26.6K | Buy |
222
+200
| +909% | +$24K | ﹤0.01% | 630 |
|
|
2020
Q3 | $2.68K | Hold |
22
| – | – | ﹤0.01% | 778 |
|
|
2020
Q2 | $2.68K | Hold |
22
| – | – | ﹤0.01% | 776 |
|
|
2020
Q1 | $2.67K | Buy |
+22
| New | +$2.67K | ﹤0.01% | 765 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$324 | – | 906 |
|
|
2019
Q2 | $324 | Hold |
23
| – | – | ﹤0.01% | 738 |
|
|
2019
Q1 | $311 | Hold |
23
| – | – | ﹤0.01% | 715 |
|
|
2018
Q4 | $299 | Sell |
23
-60
| -72% | -$780 | ﹤0.01% | 674 |
|
|
2018
Q3 | $1.46K | Hold |
83
| – | – | ﹤0.01% | 672 |
|
|
2018
Q2 | $1.64K | Hold |
83
| – | – | ﹤0.01% | 670 |
|
|
2018
Q1 | $1.82K | Buy |
+83
| New | +$1.82K | ﹤0.01% | 694 |
|