CWM
Cornerstone Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,465
| Closed | -$1.85M | – | 357 |
|
|
2019
Q3 | $1.85M | Buy |
16,465
+12,572
| +323% | +$1.41M | 0.33% | 60 |
|
|
2019
Q2 | $431K | Buy |
+3,893
| New | +$431K | 0.08% | 227 |
|
|
2019
Q1 | – | Sell |
-7,313
| Closed | -$761K | – | 506 |
|
|
2018
Q4 | $761K | Sell |
7,313
-1,412,893
| -99% | -$147M | 0.16% | 133 |
|
|
2018
Q3 | $13.4M | Buy |
1,420,206
+689,432
| +94% | +$6.49M | 0.17% | 137 |
|
|
2018
Q2 | $7.15M | Buy |
730,774
+721,937
| +8,169% | +$7.06M | 0.08% | 253 |
|
|
2018
Q1 | $913K | Sell |
8,837
-18,296
| -67% | -$1.89M | 0.17% | 121 |
|
|
2017
Q4 | $2.86M | Buy |
27,133
+13,765
| +103% | +$1.45M | 0.54% | 35 |
|
|
2017
Q3 | $1.42M | Sell |
13,368
-753
| -5% | -$79.9K | 0.29% | 71 |
|
|
2017
Q2 | $1.49M | Buy |
14,121
+6,081
| +76% | +$643K | 0.33% | 60 |
|
|
2017
Q1 | $850K | Buy |
+8,040
| New | +$850K | 0.21% | 100 |
|
|
2016
Q1 | $231K | Buy |
+7,921
| New | +$231K | 0.18% | 80 |
|