Convergent Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $22.6M | Sell |
209,229
-47,865
| -19% | -$5.16M | 5.11% | 6 |
|
|
2015
Q2 | $27M | Sell |
257,094
-77,996
| -23% | -$8.19M | 6.24% | 4 |
|
|
2015
Q1 | $36.3M | Sell |
335,090
-133,555
| -28% | -$14.5M | 5.45% | 7 |
|
|
2014
Q4 | $49.7M | Sell |
468,645
-38,792
| -8% | -$4.11M | 6.16% | 4 |
|
|
2014
Q3 | $52.6M | Buy |
507,437
+54,781
| +12% | +$5.68M | 7.22% | 4 |
|
|
2014
Q2 | $46.9M | Buy |
452,656
+441,894
| +4,106% | +$45.8M | 6.72% | 4 |
|
|
2014
Q1 | $1.1M | Buy |
+10,762
| New | +$1.1M | 0.17% | 20 |
|