Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,150
| Closed | -$241K | – | 138 |
|
|
2016
Q3 | $241K | Sell |
2,150
-218
| -9% | -$24.4K | 0.06% | 125 |
|
|
2016
Q2 | $267K | Sell |
2,368
-229
| -9% | -$25.8K | 0.07% | 122 |
|
|
2016
Q1 | $287K | Hold |
2,597
| – | – | 0.07% | 121 |
|
|
2015
Q4 | $274K | Buy |
+2,597
| New | +$274K | 0.06% | 129 |
|
|
2015
Q3 | – | Sell |
-2,387
| Closed | -$251K | – | 142 |
|
|
2015
Q2 | $251K | Buy |
2,387
+366
| +18% | +$38.5K | 0.06% | 128 |
|
|
2015
Q1 | $219K | Buy |
+2,021
| New | +$219K | 0.05% | 123 |
|
|
2013
Q3 | – | Sell |
-603
| Closed | -$62K | – | 225 |
|
|
2013
Q2 | $62K | Buy |
+603
| New | +$62K | 0.02% | 166 |
|