Financial & Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.49M | Sell |
23,937
-6,940
| -22% | -$723K | 0.91% | 44 |
|
|
2018
Q3 | $3.12M | Sell |
30,877
-2,704
| -8% | -$274K | 1.03% | 43 |
|
|
2018
Q2 | $3.44M | Sell |
33,581
-790
| -2% | -$81K | 1.09% | 41 |
|
|
2018
Q1 | $3.55M | Buy |
34,371
+85
| +0.2% | +$8.77K | 1.14% | 35 |
|
|
2017
Q4 | $3.62M | Sell |
34,286
-334
| -1% | -$35.3K | 1.25% | 28 |
|
|
2017
Q3 | $3.69M | Sell |
34,620
-625
| -2% | -$66.6K | 1.22% | 28 |
|
|
2017
Q2 | $3.76M | Hold |
35,245
| – | – | 1.37% | 27 |
|
|
2017
Q1 | $3.72M | Buy |
35,245
+1,810
| +5% | +$191K | 1.26% | 26 |
|
|
2016
Q4 | $3.51M | Buy |
+33,435
| New | +$3.51M | 1.35% | 22 |
|
|
2016
Q2 | – | Sell |
-2,600
| Closed | -$287K | – | 102 |
|
|
2016
Q1 | $287K | Buy |
+2,600
| New | +$287K | 0.08% | 89 |
|