Bartlett & Co’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 |
-200
| Closed | -$23K | – | 625 |
|
|
2021
Q3 | $23K | Hold |
200
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $23K | Sell |
200
-22
| -10% | -$2.53K | ﹤0.01% | 609 |
|
|
2021
Q1 | $25K | Hold |
222
| – | – | ﹤0.01% | 638 |
|
|
2020
Q4 | $27K | Buy |
222
+200
| +909% | +$24.3K | ﹤0.01% | 629 |
|
|
2020
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 769 |
|
|
2020
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 767 |
|
|
2020
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 751 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | – | – | 889 |
|
|
2019
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 767 |
|
|
2019
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 723 |
|
|
2018
Q4 | $0 | Sell |
23
-60
| -72% | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $1K | Hold |
83
| – | – | ﹤0.01% | 676 |
|
|
2018
Q2 | $2K | Hold |
83
| – | – | ﹤0.01% | 670 |
|
|
2018
Q1 | $2K | Sell |
83
-41
| -33% | -$988 | ﹤0.01% | 696 |
|
|
2017
Q4 | $3K | Hold |
124
| – | – | ﹤0.01% | 656 |
|
|
2017
Q3 | $3K | Hold |
124
| – | – | ﹤0.01% | 637 |
|
|
2017
Q2 | $3K | Sell |
124
-37
| -23% | -$895 | ﹤0.01% | 642 |
|
|
2017
Q1 | $3K | Sell |
161
-79
| -33% | -$1.47K | ﹤0.01% | 661 |
|
|
2016
Q4 | $6K | Sell |
240
-9
| -4% | -$225 | ﹤0.01% | 627 |
|
|
2016
Q3 | $5K | Hold |
249
| – | – | ﹤0.01% | 633 |
|
|
2016
Q2 | $5K | Buy |
+249
| New | +$5K | ﹤0.01% | 644 |
|