Beacon Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,430
| Closed | -$253K | – | 242 |
|
|
2018
Q4 | $253K | Sell |
2,430
-1,522
| -39% | -$158K | 0.03% | 226 |
|
|
2018
Q3 | $400K | Sell |
3,952
-100
| -2% | -$10.1K | 0.04% | 179 |
|
|
2018
Q2 | $415K | Sell |
4,052
-2,466
| -38% | -$253K | 0.04% | 173 |
|
|
2018
Q1 | $673K | Sell |
6,518
-5,446
| -46% | -$562K | 0.07% | 135 |
|
|
2017
Q4 | $1.26M | Sell |
11,964
-5,549
| -32% | -$586K | 0.13% | 107 |
|
|
2017
Q3 | $1.87M | Buy |
+17,513
| New | +$1.87M | 0.16% | 104 |
|
|
2017
Q1 | – | Sell |
-3,585
| Closed | -$376K | – | 85 |
|
|
2016
Q4 | $376K | Hold |
3,585
| – | – | 0.07% | 47 |
|
|
2016
Q3 | $401K | Sell |
3,585
-1,051
| -23% | -$118K | 0.09% | 39 |
|
|
2016
Q2 | $524K | Buy |
+4,636
| New | +$524K | 0.11% | 29 |
|