D. Scott Neal’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
Q2 | – | Sell |
-2,115
| Closed | -$239K | – | 51 |
|
|
2021
Q1 | $239K | Buy |
2,115
+147
| +7% | +$16.6K | 0.11% | 41 |
|
|
2020
Q4 | $236K | Hold |
1,968
| – | – | 0.12% | 37 |
|
|
2020
Q3 | $240K | Sell |
1,968
-20
| -1% | -$2.44K | 0.13% | 34 |
|
|
2020
Q2 | $242K | Buy |
1,988
+28
| +1% | +$3.41K | 0.15% | 32 |
|
|
2020
Q1 | $238K | Sell |
1,960
-19
| -1% | -$2.31K | 0.14% | 29 |
|
|
2019
Q4 | $218K | Hold |
1,979
| – | – | 0.11% | 39 |
|
|
2019
Q3 | $223K | Hold |
1,979
| – | – | 0.11% | 32 |
|
|
2019
Q2 | $218K | Hold |
1,979
| – | – | 0.12% | 28 |
|
|
2019
Q1 | $211K | Hold |
1,979
| – | – | 0.11% | 29 |
|
|
2018
Q4 | $206K | Sell |
1,979
-41,800
| -95% | -$4.35M | 0.11% | 26 |
|
|
2018
Q3 | $4.43M | Sell |
43,779
-16,393
| -27% | -$1.66M | 2.24% | 9 |
|
|
2018
Q2 | $6.17M | Sell |
60,172
-46,112
| -43% | -$4.73M | 3.45% | 9 |
|
|
2018
Q1 | $11M | Sell |
106,284
-3,530
| -3% | -$364K | 6.23% | 7 |
|
|
2017
Q4 | $11.6M | Sell |
109,814
-25,585
| -19% | -$2.7M | 6.95% | 5 |
|
|
2017
Q3 | $14.4M | Sell |
135,399
-8,875
| -6% | -$945K | 8.7% | 5 |
|
|
2017
Q2 | $15.4M | Sell |
144,274
-2,310
| -2% | -$246K | 10.48% | 3 |
|
|
2017
Q1 | $15.5M | Sell |
146,584
-4,499
| -3% | -$475K | 9.97% | 3 |
|
|
2016
Q4 | $15.8M | Sell |
151,083
-4,252
| -3% | -$446K | 11.28% | 1 |
|
|
2016
Q3 | $17.4M | Sell |
155,335
-1,652
| -1% | -$185K | 13.64% | 1 |
|
|
2016
Q2 | $17.7M | Sell |
156,987
-2,296
| -1% | -$259K | 15.71% | 1 |
|
|
2016
Q1 | $17.6M | Sell |
159,283
-34,487
| -18% | -$3.81M | 16.48% | 1 |
|
|
2015
Q4 | $20.5M | Buy |
193,770
+17,915
| +10% | +$1.89M | 16.24% | 1 |
|
|
2015
Q3 | $19M | Buy |
175,855
+425
| +0.2% | +$45.8K | 15.94% | 1 |
|
|
2015
Q2 | $18.4M | Buy |
175,430
+5,700
| +3% | +$599K | 12.66% | 2 |
|
|
2015
Q1 | $18.4M | Sell |
169,730
-3,805
| -2% | -$412K | 13.19% | 2 |
|
|
2014
Q4 | $18.4M | Buy |
173,535
+22,615
| +15% | +$2.4M | 12.94% | 3 |
|
|
2014
Q3 | $15.6M | Buy |
150,920
+34,145
| +29% | +$3.54M | 12.42% | 3 |
|
|
2014
Q2 | $12.1M | Buy |
116,775
+100,950
| +638% | +$10.5M | 9.55% | 4 |
|
|
2014
Q1 | $1.61M | Sell |
15,825
-215
| -1% | -$21.9K | 1.35% | 16 |
|
|
2013
Q4 | $1.59M | Buy |
+16,040
| New | +$1.59M | 1.43% | 13 |
|