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Cooper Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cooper Financial Group’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,153
Closed -$249K – 256
2021
Q2 		$249K Sell
2,153
-321
-13% -$36.7K 0.05% 212
2021
Q1 		$279K Sell
2,474
-14,454
-85% -$1.68M 0.06% 194
2020
Q4 		$2.03M Buy
16,928
+11,213
+196% +$1.35M 0.41% 40
2020
Q3 		$696K Buy
5,715
+788
+16% +$96.1K 0.2% 70
2020
Q2 		$600K Buy
+4,927
New +$599K 0.19% 72

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