Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,385
| Closed | -$421K | – | 334 |
|
|
2022
Q3 | $421K | Buy |
4,385
+1,020
| +30% | +$97.9K | 0.04% | 189 |
|
|
2022
Q2 | $344K | Sell |
3,365
-1,367
| -29% | -$140K | 0.03% | 217 |
|
|
2022
Q1 | $509K | Sell |
4,732
-26,842
| -85% | -$2.89M | 0.04% | 205 |
|
|
2021
Q4 | $3.63M | Sell |
31,574
-12,303
| -28% | -$1.41M | 0.26% | 62 |
|
|
2021
Q3 | $5.06M | Buy |
43,877
+3,114
| +8% | +$359K | 0.39% | 55 |
|
|
2021
Q2 | $4.71M | Buy |
40,763
+311
| +0.8% | +$35.9K | 0.36% | 57 |
|
|
2021
Q1 | $4.57M | Sell |
40,452
-16,867
| -29% | -$1.9M | 0.39% | 66 |
|
|
2020
Q4 | $6.88M | Buy |
57,319
+1,677
| +3% | +$201K | 0.61% | 57 |
|
|
2020
Q3 | $6.78M | Sell |
55,642
-9,043
| -14% | -$1.1M | 0.65% | 51 |
|
|
2020
Q2 | $7.88M | Buy |
64,685
+14,474
| +29% | +$1.76M | 0.82% | 43 |
|
|
2020
Q1 | $6.1M | Buy |
50,211
+29,804
| +146% | +$3.62M | 0.77% | 39 |
|
|
2019
Q4 | $2.25M | Sell |
20,407
-9,409
| -32% | -$1.04M | 0.22% | 82 |
|
|
2019
Q3 | $3.35M | Sell |
29,816
-959
| -3% | -$108K | 0.33% | 70 |
|
|
2019
Q2 | $3.39M | Sell |
30,775
-2,120
| -6% | -$233K | 0.35% | 67 |
|
|
2019
Q1 | $3.51M | Buy |
32,895
+14,937
| +83% | +$1.59M | 0.38% | 62 |
|
|
2018
Q4 | $1.87M | Buy |
+17,958
| New | +$1.87M | 0.31% | 55 |
|
|
2017
Q4 | – | Sell |
-6,949
| Closed | -$740K | – | 194 |
|
|
2017
Q3 | $740K | Sell |
6,949
-413
| -6% | -$44K | 0.09% | 100 |
|
|
2017
Q2 | $785K | Buy |
+7,362
| New | +$785K | 0.1% | 99 |
|
|
2015
Q1 | – | Sell |
-216,096
| Closed | -$22.9M | – | 150 |
|
|
2014
Q4 | $22.9M | Buy |
216,096
+206,441
| +2,138% | +$21.9M | 1.1% | 37 |
|
|
2014
Q3 | $1M | Buy |
+9,655
| New | +$1M | 0.07% | 101 |
|
|
2014
Q2 | – | Sell |
-110,560
| Closed | -$11.2M | – | 162 |
|
|
2014
Q1 | $11.2M | Buy |
110,560
+68,998
| +166% | +$7.02M | 0.92% | 33 |
|
|
2013
Q4 | $4.13M | Buy |
+41,562
| New | +$4.13M | 0.34% | 68 |
|