Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,466
| Closed | -$237K | – | 204 |
|
|
2022
Q3 | $237K | Hold |
2,466
| – | – | 0.01% | 173 |
|
|
2022
Q2 | $252K | Hold |
2,466
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $265K | Hold |
2,466
| – | – | 0.01% | 177 |
|
|
2021
Q4 | $284K | Hold |
2,466
| – | – | 0.01% | 174 |
|
|
2021
Q3 | $284K | Hold |
2,466
| – | – | 0.01% | 156 |
|
|
2021
Q2 | $285K | Hold |
2,466
| – | – | 0.01% | 162 |
|
|
2021
Q1 | $278K | Sell |
2,466
-6
| -0.2% | -$676 | 0.01% | 160 |
|
|
2020
Q4 | $297K | Buy |
+2,472
| New | +$297K | 0.01% | 143 |
|
|
2020
Q2 | – | Sell |
-12,346
| Closed | -$1.5M | – | 153 |
|
|
2020
Q1 | $1.5M | Buy |
+12,346
| New | +$1.5M | 0.09% | 90 |
|
|
2019
Q3 | – | Sell |
-1,342
| Closed | -$148K | – | 294 |
|
|
2019
Q2 | $148K | Buy |
+1,342
| New | +$148K | 0.01% | 151 |
|
|
2018
Q3 | – | Sell |
-92
| Closed | -$9K | – | 720 |
|
|
2018
Q2 | $9K | Sell |
92
-69
| -43% | -$6.75K | ﹤0.01% | 404 |
|
|
2018
Q1 | $17K | Buy |
+161
| New | +$17K | ﹤0.01% | 354 |
|
|
2016
Q4 | – | Sell |
-3,464
| Closed | -$388K | – | 174 |
|
|
2016
Q3 | $388K | Sell |
3,464
-4,308
| -55% | -$483K | 0.03% | 124 |
|
|
2016
Q2 | $878K | Buy |
+7,772
| New | +$878K | 0.07% | 87 |
|
|
2015
Q3 | – | Sell |
-7,323
| Closed | -$769K | – | 164 |
|
|
2015
Q2 | $769K | Buy |
+7,323
| New | +$769K | 0.05% | 144 |
|