EWM
Evercore Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,418
| Closed | -$393K | – | 437 |
|
|
2021
Q4 | $393K | Buy |
3,418
+105
| +3% | +$12.1K | 0.01% | 314 |
|
|
2021
Q3 | $382K | Buy |
3,313
+925
| +39% | +$107K | 0.01% | 320 |
|
|
2021
Q2 | $276K | Sell |
2,388
-24
| -1% | -$2.77K | 0.01% | 375 |
|
|
2021
Q1 | $272K | Sell |
2,412
-97
| -4% | -$10.9K | 0.01% | 379 |
|
|
2020
Q4 | $301K | Sell |
2,509
-22
| -0.9% | -$2.64K | 0.01% | 357 |
|
|
2020
Q3 | $308K | Buy |
2,531
+74
| +3% | +$9.01K | 0.01% | 313 |
|
|
2020
Q2 | $299K | Hold |
2,457
| – | – | 0.01% | 308 |
|
|
2020
Q1 | $298K | Buy |
+2,457
| New | +$298K | 0.01% | 297 |
|
|
2015
Q3 | – | Sell |
-296
| Closed | -$31K | – | 1012 |
|
|
2015
Q2 | $31K | Buy |
+296
| New | +$31K | ﹤0.01% | 715 |
|