Forte Capital’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
Q1 | – | Sell |
-2,283
| Closed | -$241K | – | 114 |
|
|
2017
Q4 | $241K | Hold |
2,283
| – | – | 0.07% | 149 |
|
|
2017
Q3 | $243K | Sell |
2,283
-1,860
| -45% | -$198K | 0.08% | 145 |
|
|
2017
Q2 | $442K | Hold |
4,143
| – | – | 0.15% | 111 |
|
|
2017
Q1 | $437K | Hold |
4,143
| – | – | 0.15% | 108 |
|
|
2016
Q4 | $434K | Hold |
4,143
| – | – | 0.16% | 104 |
|
|
2016
Q3 | $464K | Sell |
4,143
-800
| -16% | -$89.6K | 0.18% | 101 |
|
|
2016
Q2 | $558K | Buy |
4,943
+800
| +19% | +$90.3K | 0.22% | 90 |
|
|
2016
Q1 | $457K | Buy |
4,143
+132
| +3% | +$14.6K | 0.2% | 100 |
|
|
2015
Q4 | $424K | Hold |
4,011
| – | – | 0.17% | 104 |
|
|
2015
Q3 | $433K | Hold |
4,011
| – | – | 0.2% | 98 |
|
|
2015
Q2 | $421K | Hold |
4,011
| – | – | 0.18% | 110 |
|
|
2015
Q1 | $434K | Hold |
4,011
| – | – | 0.19% | 110 |
|
|
2014
Q4 | $425K | Hold |
4,011
| – | – | 0.18% | 112 |
|
|
2014
Q3 | $416K | Buy |
+4,011
| New | +$416K | 0.19% | 107 |
|