BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.06K | Sell |
11
-329
| -97% | -$31.8K | ﹤0.01% | 751 |
|
|
2023
Q1 | $33.7K | Buy |
340
+303
| +819% | +$30K | ﹤0.01% | 441 |
|
|
2022
Q4 | $3.54K | Hold |
37
| – | – | ﹤0.01% | 722 |
|
|
2022
Q3 | $4K | Buy |
37
+4
| +12% | +$432 | ﹤0.01% | 712 |
|
|
2022
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 773 |
|
|
2022
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 757 |
|
|
2021
Q4 | $4K | Hold |
33
| – | – | ﹤0.01% | 815 |
|
|
2021
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $4K | Sell |
33
-95
| -74% | -$11.5K | ﹤0.01% | 694 |
|
|
2020
Q4 | $15K | Sell |
128
-7
| -5% | -$820 | ﹤0.01% | 516 |
|
|
2020
Q3 | $16K | Sell |
135
-16
| -11% | -$1.9K | ﹤0.01% | 451 |
|
|
2020
Q2 | $18K | Sell |
151
-74
| -33% | -$8.82K | ﹤0.01% | 465 |
|
|
2020
Q1 | $27K | Sell |
225
-186
| -45% | -$22.3K | 0.01% | 389 |
|
|
2019
Q4 | $45K | Buy |
411
+27
| +7% | +$2.96K | 0.01% | 357 |
|
|
2019
Q3 | $43K | Sell |
384
-7
| -2% | -$784 | 0.01% | 347 |
|
|
2019
Q2 | $43K | Buy |
391
+5
| +1% | +$550 | 0.01% | 344 |
|
|
2019
Q1 | $41K | Sell |
386
-3
| -0.8% | -$319 | 0.01% | 364 |
|
|
2018
Q4 | $41K | Buy |
389
+19
| +5% | +$2K | 0.01% | 322 |
|
|
2018
Q3 | $37K | Sell |
370
-5
| -1% | -$500 | 0.01% | 350 |
|
|
2018
Q2 | $38K | Buy |
+375
| New | +$38K | 0.01% | 352 |
|
|
2017
Q2 | – | Sell |
-2,280
| Closed | -$241K | – | 175 |
|
|
2017
Q1 | $241K | Buy |
+2,280
| New | +$241K | 0.07% | 150 |
|