Berman Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $199K | Hold |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $195K | Hold |
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|
2020
Q4 | $207K | Hold |
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|
2020
Q3 | $210K | Hold |
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|
2020
Q2 | $210K | Hold |
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|
2020
Q1 | $209K | Hold |
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|
2019
Q4 | $190K | Hold |
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|
2019
Q3 | $194K | Sell |
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|
2019
Q2 | $199K | Buy |
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|
2019
Q1 | $184K | Buy |
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