BIA
Bigelow Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,958
| Closed | -$271K | – | 152 |
|
|
2023
Q3 | $271K | Buy |
2,958
+1
| +0% | +$92 | 0.16% | 129 |
|
|
2023
Q2 | $286K | Buy |
+2,957
| New | +$286K | 0.16% | 127 |
|
|
2023
Q1 | – | Sell |
-3,538
| Closed | -$339K | – | 124 |
|
|
2022
Q4 | $339K | Sell |
3,538
-2,393
| -40% | -$229K | 0.2% | 120 |
|
|
2022
Q3 | $569K | Buy |
5,931
+236
| +4% | +$22.6K | 0.34% | 84 |
|
|
2022
Q2 | $583K | Buy |
5,695
+1,906
| +50% | +$195K | 0.32% | 88 |
|
|
2022
Q1 | $407K | Buy |
3,789
+1,723
| +83% | +$185K | 0.19% | 109 |
|
|
2021
Q4 | $238K | Hold |
2,066
| – | – | 0.11% | 136 |
|
|
2021
Q3 | $238K | Sell |
2,066
-240
| -10% | -$27.6K | 0.12% | 131 |
|
|
2021
Q2 | $266K | Hold |
2,306
| – | – | 0.13% | 127 |
|
|
2021
Q1 | $260K | Hold |
2,306
| – | – | 0.13% | 127 |
|
|
2020
Q4 | $277K | Hold |
2,306
| – | – | 0.15% | 124 |
|
|
2020
Q3 | $281K | Hold |
2,306
| – | – | 0.17% | 120 |
|
|
2020
Q2 | $281K | Hold |
2,306
| – | – | 0.18% | 119 |
|
|
2020
Q1 | $280K | Buy |
2,306
+30
| +1% | +$3.64K | 0.21% | 118 |
|
|
2019
Q4 | $251K | Buy |
+2,276
| New | +$251K | 0.15% | 141 |
|
|
2019
Q3 | – | Sell |
-1,938
| Closed | -$213K | – | 154 |
|
|
2019
Q2 | $213K | Sell |
1,938
-26
| -1% | -$2.86K | 0.14% | 144 |
|
|
2019
Q1 | $209K | Hold |
1,964
| – | – | 0.14% | 146 |
|
|
2018
Q4 | $205K | Sell |
1,964
-200
| -9% | -$20.9K | 0.15% | 139 |
|
|
2018
Q3 | $219K | Hold |
2,164
| – | – | 0.15% | 144 |
|
|
2018
Q2 | $222K | Sell |
2,164
-681
| -24% | -$69.9K | 0.15% | 140 |
|
|
2018
Q1 | $294K | Hold |
2,845
| – | – | 0.2% | 126 |
|
|
2017
Q4 | $300K | Buy |
+2,845
| New | +$300K | 0.3% | 84 |
|