BBA
Braun-Bostich & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,589
| Closed | -$265K | – | 60 |
|
|
2022
Q2 | $265K | Sell |
2,589
-15,403
| -86% | -$1.58M | 0.69% | 52 |
|
|
2022
Q1 | $1.93M | Buy |
+17,992
| New | +$1.93M | 4.16% | 3 |
|
|
2021
Q4 | – | Sell |
-25,297
| Closed | -$2.92M | – | 124 |
|
|
2021
Q3 | $2.92M | Sell |
25,297
-35,332
| -58% | -$4.07M | 5.49% | 1 |
|
|
2021
Q2 | $7M | Buy |
60,629
+1,193
| +2% | +$138K | 12.76% | 1 |
|
|
2021
Q1 | $6.71M | Buy |
59,436
+8,667
| +17% | +$979K | 12.9% | 1 |
|
|
2020
Q4 | $6.09M | Buy |
+50,769
| New | +$6.09M | 12.24% | 1 |
|
|
2020
Q3 | – | Sell |
-298
| Closed | -$36K | – | 283 |
|
|
2020
Q2 | $36K | Hold |
298
| – | – | 0.04% | 142 |
|
|
2020
Q1 | $36K | Hold |
298
| – | – | 0.05% | 145 |
|
|
2019
Q4 | $33K | Buy |
+298
| New | +$33K | 0.03% | 157 |
|
|
2019
Q3 | – | Sell |
-298
| Closed | -$33K | – | 183 |
|
|
2019
Q2 | $33K | Sell |
298
-290
| -49% | -$32.1K | 0.03% | 205 |
|
|
2019
Q1 | $63K | Sell |
588
-405
| -41% | -$43.4K | 0.07% | 188 |
|
|
2018
Q4 | $103K | Sell |
993
-189
| -16% | -$19.6K | 0.11% | 138 |
|
|
2018
Q3 | $120K | Sell |
1,182
-14,925
| -93% | -$1.52M | 0.12% | 128 |
|
|
2018
Q2 | $1.65M | Sell |
16,107
-4,092
| -20% | -$419K | 1.65% | 12 |
|
|
2018
Q1 | $2.08M | Sell |
20,199
-713
| -3% | -$73.6K | 1.81% | 12 |
|
|
2017
Q4 | $2.21M | Buy |
+20,912
| New | +$2.21M | 1.87% | 12 |
|