Fernwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,360
| Closed | -$272K | – | 214 |
|
|
2021
Q3 | $272K | Buy |
+2,360
| New | +$272K | 0.09% | 163 |
|
|
2020
Q4 | – | Sell |
-2,109
| Closed | -$257K | – | 186 |
|
|
2020
Q3 | $257K | Hold |
2,109
| – | – | 0.12% | 144 |
|
|
2020
Q2 | $257K | Sell |
2,109
-752
| -26% | -$91.6K | 0.13% | 140 |
|
|
2020
Q1 | $348K | Buy |
2,861
+295
| +11% | +$35.9K | 0.22% | 106 |
|
|
2019
Q4 | $283K | Hold |
2,566
| – | – | 0.14% | 122 |
|
|
2019
Q3 | $289K | Hold |
2,566
| – | – | 0.14% | 137 |
|
|
2019
Q2 | $282K | Hold |
2,566
| – | – | 0.15% | 120 |
|
|
2019
Q1 | $274K | Buy |
2,566
+5
| +0.2% | +$534 | 0.15% | 124 |
|
|
2018
Q4 | $267K | Buy |
+2,561
| New | +$267K | 0.17% | 117 |
|