Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,351
| Closed | -$282K | – | 317 |
|
|
2020
Q4 | $282K | Buy |
2,351
+682
| +41% | +$81.8K | 0.13% | 61 |
|
|
2020
Q3 | $203K | Buy |
1,669
+724
| +77% | +$88.1K | 0.1% | 74 |
|
|
2020
Q2 | $115K | Buy |
+945
| New | +$115K | 0.06% | 112 |
|
|
2019
Q3 | – | Sell |
-193
| Closed | -$21K | – | 377 |
|
|
2019
Q2 | $21K | Buy |
+193
| New | +$21K | 0.01% | 212 |
|
|
2019
Q1 | – | Sell |
-45
| Closed | -$5K | – | 409 |
|
|
2018
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 287 |
|