FS
Ferguson Shapiro’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
Q4 | – | Sell |
-3,884
| Closed | -$373K | – | 38 |
|
|
2022
Q3 | $373K | Buy |
3,884
+693
| +22% | +$66.6K | 0.22% | 34 |
|
|
2022
Q2 | $326K | Buy |
3,191
+761
| +31% | +$77.7K | 0.2% | 33 |
|
|
2022
Q1 | $261K | Hold |
2,430
| – | – | 0.13% | 28 |
|
|
2021
Q4 | $279K | Sell |
2,430
-124,760
| -98% | -$14.3M | 0.15% | 28 |
|
|
2021
Q3 | $14.7M | Buy |
127,190
+29,391
| +30% | +$3.39M | 8.59% | 3 |
|
|
2021
Q2 | $11.3M | Buy |
+97,799
| New | +$11.3M | 6.6% | 6 |
|
|
2020
Q4 | – | Sell |
-359,353
| Closed | -$43.8M | – | 31 |
|
|
2020
Q3 | $43.8M | Buy |
359,353
+223,161
| +164% | +$27.2M | 30% | 1 |
|
|
2020
Q2 | $16.6M | Sell |
136,192
-285,017
| -68% | -$34.7M | 11.42% | 4 |
|
|
2020
Q1 | $51.4M | Buy |
421,209
+175,382
| +71% | +$21.4M | 35.62% | 1 |
|
|
2019
Q4 | $27.1M | Buy |
+245,827
| New | +$27.1M | 20.5% | 1 |
|