FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,786
| Closed | -$218K | – | 37 |
|
|
2020
Q3 | $218K | Sell |
1,786
-135,234
| -99% | -$16.5M | 0.08% | 34 |
|
|
2020
Q2 | $16.7M | Buy |
137,020
+5,118
| +4% | +$624K | 7.05% | 2 |
|
|
2020
Q1 | $16M | Buy |
131,902
+88,978
| +207% | +$10.8M | 5.89% | 6 |
|
|
2019
Q4 | $4.73M | Sell |
42,924
-108,093
| -72% | -$11.9M | 1.28% | 19 |
|
|
2019
Q3 | $17M | Buy |
+151,017
| New | +$17M | 6.03% | 8 |
|