Calamos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,620
| Closed | -$1.46M | – | 331 |
|
|
2022
Q1 | $1.46M | Buy |
+13,620
| New | +$1.46M | 0.11% | 131 |
|
|
2018
Q4 | – | Sell |
-2,112
| Closed | -$214K | – | 236 |
|
|
2018
Q3 | $214K | Hold |
2,112
| – | – | 0.03% | 197 |
|
|
2018
Q2 | $217K | Sell |
2,112
-441
| -17% | -$45.3K | 0.03% | 190 |
|
|
2018
Q1 | $264K | Buy |
2,553
+265
| +12% | +$27.4K | 0.03% | 185 |
|
|
2017
Q4 | $242K | Buy |
+2,288
| New | +$242K | 0.03% | 188 |
|
|
2017
Q1 | – | Sell |
-2,917
| Closed | -$306K | – | 244 |
|
|
2016
Q4 | $306K | Sell |
2,917
-2,104
| -42% | -$221K | 0.05% | 188 |
|
|
2016
Q3 | $562K | Buy |
5,021
+1,070
| +27% | +$120K | 0.1% | 166 |
|
|
2016
Q2 | $446K | Buy |
3,951
+154
| +4% | +$17.4K | 0.08% | 170 |
|
|
2016
Q1 | $419K | Buy |
3,797
+57
| +2% | +$6.29K | 0.08% | 192 |
|
|
2015
Q4 | $395K | Hold |
3,740
| – | – | 0.08% | 206 |
|
|
2015
Q3 | $403K | Buy |
+3,740
| New | +$403K | 0.1% | 193 |
|