Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $67.6M | Buy |
+661,050
| New | +$67.6M | 4.91% | 1 |
|
|
2021
Q3 | – | Sell |
-2,041
| Closed | -$236K | – | 432 |
|
|
2021
Q2 | $236K | Hold |
2,041
| – | – | 0.02% | 378 |
|
|
2021
Q1 | $231K | Buy |
2,041
+68
| +3% | +$7.7K | 0.02% | 347 |
|
|
2020
Q4 | $237K | Buy |
1,973
+39
| +2% | +$4.69K | 0.02% | 331 |
|
|
2020
Q3 | $236K | Buy |
+1,934
| New | +$236K | 0.02% | 317 |
|
|
2017
Q2 | – | Sell |
-5,484
| Closed | -$579K | – | 397 |
|
|
2017
Q1 | $579K | Sell |
5,484
-6,578
| -55% | -$695K | 0.09% | 204 |
|
|
2016
Q4 | $1.26M | Sell |
12,062
-721
| -6% | -$75.6K | 0.21% | 124 |
|
|
2016
Q3 | $1.43M | Sell |
12,783
-1,109
| -8% | -$124K | 0.22% | 112 |
|
|
2016
Q2 | $1.57M | Buy |
13,892
+1,841
| +15% | +$208K | 0.25% | 99 |
|
|
2016
Q1 | $1.33M | Sell |
12,051
-8,326
| -41% | -$919K | 0.11% | 111 |
|
|
2015
Q4 | $2.15M | Buy |
20,377
+2,346
| +13% | +$248K | 0.35% | 79 |
|
|
2015
Q3 | $1.95M | Sell |
18,031
-11,332
| -39% | -$1.22M | 0.31% | 85 |
|
|
2015
Q2 | $3.08M | Buy |
29,363
+14,373
| +96% | +$1.51M | 0.47% | 47 |
|
|
2015
Q1 | $1.63M | Sell |
14,990
-18,714
| -56% | -$2.03M | 0.26% | 74 |
|
|
2014
Q4 | $3.57M | Buy |
+33,704
| New | +$3.57M | 0.67% | 28 |
|