CM
Cornerstone Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-243
| Closed | -$24.1K | – | 141 |
|
|
2023
Q1 | $24.1K | Buy |
243
+23
| +10% | +$2.28K | 0.01% | 122 |
|
|
2022
Q4 | $21.1K | Hold |
220
| – | – | 0.01% | 129 |
|
|
2022
Q3 | $21.1K | Hold |
220
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $22.5K | Hold |
220
| – | – | 0.01% | 135 |
|
|
2022
Q1 | $23.6K | Hold |
220
| – | – | 0.01% | 136 |
|
|
2021
Q4 | $25.3K | Buy |
+220
| New | +$25.3K | 0.01% | 118 |
|
|
2018
Q2 | – | Sell |
-2,928
| Closed | -$302K | – | 51 |
|
|
2018
Q1 | $302K | Sell |
2,928
-13,034
| -82% | -$1.34M | 0.17% | 46 |
|
|
2017
Q4 | $1.69M | Sell |
15,962
-4,338
| -21% | -$458K | 0.85% | 17 |
|
|
2017
Q3 | $2.16M | Sell |
20,300
-87
| -0.4% | -$9.27K | 1.12% | 14 |
|
|
2017
Q2 | $2.17M | Buy |
20,387
+1,705
| +9% | +$182K | 1.15% | 14 |
|
|
2017
Q1 | $1.97M | Buy |
18,682
+2,832
| +18% | +$299K | 1.01% | 13 |
|
|
2016
Q4 | $1.66M | Sell |
15,850
-204
| -1% | -$21.4K | 0.95% | 14 |
|
|
2016
Q3 | $1.8M | Sell |
16,054
-248
| -2% | -$27.7K | 1.05% | 11 |
|
|
2016
Q2 | $1.84M | Buy |
16,302
+11,931
| +273% | +$1.35M | 1.11% | 11 |
|
|
2016
Q1 | $482K | Buy |
4,371
+653
| +18% | +$72.1K | 0.3% | 28 |
|
|
2015
Q4 | $393K | Hold |
3,718
| – | – | 0.26% | 31 |
|
|
2015
Q3 | $401K | Hold |
3,718
| – | – | 0.3% | 32 |
|
|
2015
Q2 | $390K | Hold |
3,718
| – | – | 0.28% | 32 |
|
|
2015
Q1 | $403K | Sell |
3,718
-165
| -4% | -$17.9K | 0.31% | 33 |
|
|
2014
Q4 | $412K | Buy |
+3,883
| New | +$412K | 0.32% | 32 |
|