CT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $106K | Sell |
1,003
-61
| -6% | -$6.44K | 0.07% | 197 |
|
|
2016
Q4 | $112K | Sell |
1,064
-90
| -8% | -$9.43K | 0.07% | 190 |
|
|
2016
Q3 | $129K | Buy |
1,154
+2
| +0.2% | +$224 | 0.08% | 179 |
|
|
2016
Q2 | $130K | Sell |
1,152
-5,366
| -82% | -$606K | 0.08% | 181 |
|
|
2016
Q1 | $719K | Buy |
6,518
+15
| +0.2% | +$1.66K | 0.41% | 60 |
|
|
2015
Q4 | $687K | Buy |
6,503
+331
| +5% | +$34.9K | 0.39% | 64 |
|
|
2015
Q3 | $666K | Buy |
6,172
+98
| +2% | +$10.6K | 0.42% | 64 |
|
|
2015
Q2 | $638K | Sell |
6,074
-58
| -0.9% | -$6.09K | 0.36% | 75 |
|
|
2015
Q1 | $665K | Buy |
6,132
+16
| +0.3% | +$1.73K | 0.37% | 70 |
|
|
2014
Q4 | $648K | Buy |
+6,116
| New | +$648K | 0.49% | 53 |
|
|
2014
Q1 | $665K | Buy |
+6,132
| New | +$665K | 0.37% | 70 |
|