BFEC
Benjamin F. Edwards & Company’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $38K | Hold |
409
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q1 | $39K | Buy |
409
+407
| +20,350% | +$38.8K | ﹤0.01% | 1372 |
|
|
2023
Q4 | $0 | Sell |
2
-147
| -99% | – | ﹤0.01% | 2122 |
|
|
2023
Q3 | $14K | Buy |
149
+147
| +7,350% | +$13.8K | ﹤0.01% | 1324 |
|
|
2023
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1800 |
|
|
2023
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1847 |
|
|
2022
Q4 | $0 | Sell |
2
-298
| -99% | – | ﹤0.01% | 1871 |
|
|
2022
Q3 | $29K | Hold |
300
| – | – | ﹤0.01% | 1176 |
|
|
2022
Q2 | $31K | Hold |
300
| – | – | ﹤0.01% | 1151 |
|
|
2022
Q1 | $32K | Sell |
300
-70
| -19% | -$7.47K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $43K | Hold |
370
| – | – | ﹤0.01% | 1084 |
|
|
2021
Q3 | $43K | Buy |
370
+298
| +414% | +$34.6K | ﹤0.01% | 1064 |
|
|
2021
Q2 | $8K | Hold |
72
| – | – | ﹤0.01% | 1423 |
|
|
2021
Q1 | $8K | Hold |
72
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q4 | $9K | Sell |
72
-1,518
| -95% | -$190K | ﹤0.01% | 1302 |
|
|
2020
Q3 | $194K | Sell |
1,590
-28
| -2% | -$3.42K | 0.01% | 597 |
|
|
2020
Q2 | $197K | Buy |
1,618
+126
| +8% | +$15.3K | 0.01% | 579 |
|
|
2020
Q1 | $181K | Buy |
1,492
+27
| +2% | +$3.28K | 0.02% | 533 |
|
|
2019
Q4 | $161K | Sell |
1,465
-81
| -5% | -$8.9K | 0.01% | 657 |
|
|
2019
Q3 | $174K | Buy |
1,546
+1,036
| +203% | +$117K | 0.01% | 594 |
|
|
2019
Q2 | $56K | Buy |
510
+432
| +554% | +$47.4K | ﹤0.01% | 873 |
|
|
2019
Q1 | $8K | Buy |
78
+8
| +11% | +$821 | ﹤0.01% | 1377 |
|
|
2018
Q4 | $7K | Hold |
70
| – | – | ﹤0.01% | 1369 |
|
|
2018
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 1342 |
|
|
2018
Q2 | $7K | Hold |
70
| – | – | ﹤0.01% | 1342 |
|
|
2018
Q1 | $7K | Sell |
70
-92,077
| -100% | -$9.21M | ﹤0.01% | 1339 |
|
|
2017
Q4 | $9.73M | Sell |
92,147
-2,995
| -3% | -$316K | 1.02% | 24 |
|
|
2017
Q3 | $10.1M | Buy |
95,142
+56,079
| +144% | +$5.97M | 1.22% | 19 |
|
|
2017
Q2 | $4.17M | Buy |
39,063
+1,934
| +5% | +$206K | 0.54% | 42 |
|
|
2017
Q1 | $3.92M | Sell |
37,129
-18,806
| -34% | -$1.99M | 0.58% | 36 |
|
|
2016
Q4 | $5.86M | Buy |
55,935
+55,865
| +79,807% | +$5.86M | 0.96% | 23 |
|
|
2016
Q3 | $8K | Sell |
70
-3,824
| -98% | -$437K | ﹤0.01% | 881 |
|
|
2016
Q2 | $440K | Buy |
3,894
+350
| +10% | +$39.5K | 0.09% | 224 |
|
|
2016
Q1 | $391K | Buy |
3,544
+658
| +23% | +$72.6K | 0.08% | 225 |
|
|
2015
Q4 | $305K | Sell |
2,886
-85
| -3% | -$8.98K | 0.07% | 254 |
|
|
2015
Q3 | $320K | Buy |
2,971
+216
| +8% | +$23.3K | 0.07% | 250 |
|
|
2015
Q2 | $289K | Buy |
2,755
+547
| +25% | +$57.4K | 0.06% | 286 |
|
|
2015
Q1 | $239K | Buy |
2,208
+136
| +7% | +$14.7K | 0.05% | 299 |
|
|
2014
Q4 | $220K | Sell |
2,072
-187
| -8% | -$19.9K | 0.05% | 287 |
|
|
2014
Q3 | $234K | Sell |
2,259
-256
| -10% | -$26.5K | 0.06% | 285 |
|
|
2014
Q2 | $261K | Buy |
2,515
+72
| +3% | +$7.47K | 0.07% | 262 |
|
|
2014
Q1 | $249K | Sell |
2,443
-788
| -24% | -$80.3K | 0.07% | 250 |
|
|
2013
Q4 | $321K | Buy |
3,231
+1,840
| +132% | +$183K | 0.11% | 191 |
|
|
2013
Q3 | $142K | Sell |
1,391
-4,904
| -78% | -$501K | 0.05% | 265 |
|
|
2013
Q2 | $645K | Buy |
+6,295
| New | +$645K | 0.26% | 105 |
|