Financial Advisory Group’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
Q1 | $6.29M | Buy |
66,408
+1,742
| +3% | +$165K | 1.11% | 18 |
|
|
2023
Q4 | $6.23M | Buy |
64,666
+9,277
| +17% | +$894K | 1.18% | 18 |
|
|
2023
Q3 | $5.07M | Buy |
+55,389
| New | +$5.07M | 1.04% | 18 |
|
|
2019
Q3 | – | Sell |
-417,610
| Closed | -$45.7M | – | 75 |
|
|
2019
Q2 | $45.7M | Buy |
417,610
+17,029
| +4% | +$1.87M | 12.09% | 3 |
|
|
2019
Q1 | $42.7M | Buy |
400,581
+3,536
| +0.9% | +$377K | 11.78% | 3 |
|
|
2018
Q4 | $41.4M | Sell |
397,045
-77,782
| -16% | -$8.1M | 12.71% | 3 |
|
|
2018
Q3 | $48M | Buy |
474,827
+13,998
| +3% | +$1.42M | 12.68% | 3 |
|
|
2018
Q2 | $47.2M | Buy |
460,829
+11,714
| +3% | +$1.2M | 13.08% | 3 |
|
|
2018
Q1 | $46.3M | Buy |
449,115
+30,323
| +7% | +$3.13M | 14.01% | 3 |
|
|
2017
Q4 | $44.2M | Buy |
418,792
+104,833
| +33% | +$11.1M | 13.22% | 3 |
|
|
2017
Q3 | $33.4M | Buy |
313,959
+11,509
| +4% | +$1.23M | 11.34% | 4 |
|
|
2017
Q2 | $32.2M | Buy |
302,450
+2,664
| +0.9% | +$284K | 10.85% | 4 |
|
|
2017
Q1 | $31.7M | Buy |
299,786
+38,424
| +15% | +$4.06M | 10.95% | 4 |
|
|
2016
Q4 | $27.4M | Buy |
+261,362
| New | +$27.4M | 10.56% | 4 |
|
|
2016
Q2 | – | Sell |
-42,401
| Closed | -$4.68M | – | 61 |
|
|
2016
Q1 | $4.68M | Buy |
+42,401
| New | +$4.68M | 2.27% | 9 |
|