Empirical Finance’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
Q1 | – | Sell |
-10,960
| Closed | -$1.26M | – | 481 |
|
|
2021
Q4 | $1.26M | Sell |
10,960
-8,372
| -43% | -$962K | 0.15% | 125 |
|
|
2021
Q3 | $2.23M | Buy |
+19,332
| New | +$2.23M | 0.34% | 56 |
|
|
2021
Q2 | – | Sell |
-34,062
| Closed | -$4.09M | – | 411 |
|
|
2021
Q1 | $4.09M | Hold |
34,062
| – | – | 0.72% | 20 |
|
|
2020
Q4 | $4.09M | Sell |
34,062
-8,926
| -21% | -$1.07M | 0.72% | 20 |
|
|
2020
Q3 | $5.24M | Sell |
42,988
-178
| -0.4% | -$21.7K | 1.12% | 12 |
|
|
2020
Q2 | $5.26M | Sell |
43,166
-3,166
| -7% | -$386K | 1.35% | 10 |
|
|
2020
Q1 | $5.63M | Sell |
46,332
-5,032
| -10% | -$611K | 1.75% | 9 |
|
|
2019
Q4 | $5.66M | Sell |
51,364
-1,524
| -3% | -$168K | 1.38% | 8 |
|
|
2019
Q3 | $5.95M | Sell |
52,888
-7,034
| -12% | -$791K | 1.66% | 8 |
|
|
2019
Q2 | $6.59M | Sell |
59,922
-6,371
| -10% | -$701K | 1.81% | 7 |
|
|
2019
Q1 | $7.07M | Buy |
66,293
+27,695
| +72% | +$2.95M | 1.8% | 7 |
|
|
2018
Q4 | $4.02M | Buy |
38,598
+1,934
| +5% | +$202K | 1.19% | 8 |
|
|
2018
Q3 | $3.71M | Buy |
+36,664
| New | +$3.71M | 0.92% | 11 |
|
|
2018
Q2 | – | Sell |
-66,293
| Closed | -$7.07M | – | 163 |
|
|
2018
Q1 | $7.07M | Buy |
66,293
+19,668
| +42% | +$2.1M | 1.8% | 7 |
|
|
2017
Q4 | $4.92M | Buy |
46,625
+7,499
| +19% | +$792K | 1.62% | 7 |
|
|
2017
Q3 | $4.17M | Sell |
39,126
-16,844
| -30% | -$1.79M | 1.44% | 6 |
|
|
2017
Q2 | $5.97M | Buy |
55,970
+37,183
| +198% | +$3.96M | 2.29% | 6 |
|
|
2017
Q1 | $1.98M | Buy |
18,787
+10,436
| +125% | +$1.1M | 0.93% | 20 |
|
|
2016
Q4 | $876K | Buy |
+8,351
| New | +$876K | 0.59% | 44 |
|