Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,703
| Closed | -$854K | – | 109 |
|
|
2024
Q3 | $854K | Buy |
+8,703
| New | +$854K | 0.09% | 83 |
|
|
2022
Q4 | – | Sell |
-88,875
| Closed | -$8.53M | – | 162 |
|
|
2022
Q3 | $8.53M | Buy |
+88,875
| New | +$8.53M | 1.32% | 21 |
|
|
2021
Q2 | – | Sell |
-64,230
| Closed | -$7.25M | – | 170 |
|
|
2021
Q1 | $7.25M | Sell |
64,230
-4,000
| -6% | -$452K | 1.06% | 34 |
|
|
2020
Q4 | $8.18M | Sell |
68,230
-2,780
| -4% | -$333K | 1.23% | 28 |
|
|
2020
Q3 | $8.65M | Sell |
71,010
-15,030
| -17% | -$1.83M | 1.34% | 26 |
|
|
2020
Q2 | $10.5M | Sell |
86,040
-5,620
| -6% | -$685K | 1.68% | 18 |
|
|
2020
Q1 | $11.1M | Buy |
91,660
+6,100
| +7% | +$741K | 1.83% | 17 |
|
|
2019
Q4 | $9.43M | Buy |
85,560
+1,100
| +1% | +$121K | 1.39% | 31 |
|
|
2019
Q3 | $9.5M | Buy |
84,460
+29,690
| +54% | +$3.34M | 1.46% | 26 |
|
|
2019
Q2 | $6.03M | Buy |
+54,770
| New | +$6.03M | 0.94% | 39 |
|
|
2019
Q1 | – | Sell |
-49,320
| Closed | -$5.14M | – | 66 |
|
|
2018
Q4 | $5.14M | Buy |
+49,320
| New | +$5.14M | 1.04% | 38 |
|
|
2016
Q4 | – | Sell |
-44,490
| Closed | -$4.98M | – | 71 |
|
|
2016
Q3 | $4.98M | Sell |
44,490
-50
| -0.1% | -$5.6K | 1.93% | 22 |
|
|
2016
Q2 | $5.03M | Hold |
44,540
| – | – | 2% | 23 |
|
|
2016
Q1 | $4.92M | Buy |
+44,540
| New | +$4.92M | 2.17% | 18 |
|