Beacon Trust’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
Q1 | $2.33M | Sell |
22,028
-113,172
| -84% | -$12M | 0.37% | 86 |
|
|
2016
Q4 | $14.2M | Sell |
135,200
-18,716
| -12% | -$1.96M | 2.33% | 4 |
|
|
2016
Q3 | $17.2M | Sell |
153,916
-5,353
| -3% | -$599K | 2.89% | 2 |
|
|
2016
Q2 | $18M | Buy |
159,269
+833
| +0.5% | +$94.1K | 3.06% | 2 |
|
|
2016
Q1 | $17.5M | Buy |
158,436
+96,658
| +156% | +$10.7M | 3.04% | 3 |
|
|
2015
Q4 | $6.52M | Buy |
+61,778
| New | +$6.52M | 1.13% | 27 |
|