Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $199K | Hold |
1,728
| – | – | 0.03% | 264 |
|
|
2021
Q2 | $199K | Hold |
1,728
| – | – | 0.03% | 237 |
|
|
2021
Q1 | $195K | Hold |
1,728
| – | – | 0.04% | 190 |
|
|
2020
Q4 | $207K | Hold |
1,728
| – | – | 0.05% | 161 |
|
|
2020
Q3 | $210K | Hold |
1,728
| – | – | 0.06% | 144 |
|
|
2020
Q2 | $210K | Hold |
1,728
| – | – | 0.06% | 140 |
|
|
2020
Q1 | $209K | Hold |
1,728
| – | – | 0.07% | 114 |
|
|
2019
Q4 | $190K | Hold |
1,728
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $194K | Sell |
1,728
-89
| -5% | -$9.99K | 0.06% | 132 |
|
|
2019
Q2 | $199K | Buy |
1,817
+89
| +5% | +$9.75K | 0.06% | 130 |
|
|
2019
Q1 | $184K | Buy |
+1,728
| New | +$184K | 0.06% | 131 |
|