Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,123
| Closed | -$548K | – | 75 |
|
|
2017
Q2 | $548K | Buy |
+5,123
| New | +$548K | 0.53% | 58 |
|
|
2016
Q4 | – | Sell |
-19,971
| Closed | -$2.24M | – | 680 |
|
|
2016
Q3 | $2.24M | Buy |
19,971
+1,881
| +10% | +$211K | 0.27% | 87 |
|
|
2016
Q2 | $2.05M | Sell |
18,090
-1,362
| -7% | -$154K | 0.28% | 87 |
|
|
2016
Q1 | $2.15M | Buy |
19,452
+14,137
| +266% | +$1.56M | 0.29% | 81 |
|
|
2015
Q4 | $562K | Sell |
5,315
-13,214
| -71% | -$1.4M | 0.08% | 328 |
|
|
2015
Q3 | $2M | Buy |
+18,529
| New | +$2M | 0.27% | 85 |
|