Beacon Wealthcare Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $55.4M | Buy |
461,731
+29,065
| +7% | +$3.49M | 32.22% | 2 |
|
|
2020
Q3 | $52.7M | Sell |
432,666
-3,792
| -0.9% | -$462K | 32.91% | 2 |
|
|
2020
Q2 | $53.2M | Buy |
436,458
+33,118
| +8% | +$4.04M | 33.52% | 2 |
|
|
2020
Q1 | $49M | Sell |
403,340
-19,808
| -5% | -$2.41M | 34.82% | 2 |
|
|
2019
Q4 | $46.9M | Buy |
423,148
+3,295
| +0.8% | +$365K | 32.31% | 2 |
|
|
2019
Q3 | $47.2M | Buy |
419,853
+35,249
| +9% | +$3.96M | 34.01% | 2 |
|
|
2019
Q2 | $42.3M | Buy |
384,604
+27,253
| +8% | +$3M | 32.2% | 2 |
|
|
2019
Q1 | $38.1M | Sell |
357,351
-85,411
| -19% | -$9.11M | 30.96% | 2 |
|
|
2018
Q4 | $46.1M | Buy |
442,762
+56,213
| +15% | +$5.86M | 30.45% | 2 |
|
|
2018
Q3 | $39.1M | Buy |
386,549
+11,123
| +3% | +$1.13M | 35.46% | 2 |
|
|
2018
Q2 | $38.5M | Sell |
375,426
-1,473
| -0.4% | -$151K | 37.28% | 2 |
|
|
2018
Q1 | $38.9M | Buy |
376,899
+28,755
| +8% | +$2.97M | 40.13% | 2 |
|
|
2017
Q4 | $36.8M | Buy |
+348,144
| New | +$36.8M | 38.5% | 2 |
|