CISOA
Capital Investment Services of America’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,300
| Closed | -$373K | – | 84 |
|
|
2021
Q1 | $373K | Hold |
3,300
| – | – | 0.04% | 64 |
|
|
2020
Q4 | $396K | Sell |
3,300
-70
| -2% | -$8.4K | 0.04% | 60 |
|
|
2020
Q3 | $411K | Sell |
3,370
-750
| -18% | -$91.5K | 0.05% | 56 |
|
|
2020
Q2 | $502K | Hold |
4,120
| – | – | 0.06% | 55 |
|
|
2020
Q1 | $500K | Buy |
4,120
+160
| +4% | +$19.4K | 0.08% | 54 |
|
|
2019
Q4 | $436K | Buy |
3,960
+65
| +2% | +$7.16K | 0.06% | 56 |
|
|
2019
Q3 | $438K | Buy |
+3,895
| New | +$438K | 0.06% | 55 |
|