Cooper Financial Group’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
2021
Q3
Sell
-2,153
Closed -$249K 253
2021
Q2
$249K Sell
2,153
-321
-13% -$37.1K 0.05% 212
2021
Q1
$279K Sell
2,474
-14,454
-85% -$1.63M 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% +$96K 0.2% 70
2020
Q2
$600K Buy
+4,927
New +$600K 0.19% 72