Gilbert & Cook’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40,675
| Closed | -$4.64M | – | 206 |
|
|
2020
Q4 | $4.64M | Sell |
40,675
-126,022
| -76% | -$14.4M | 1% | 16 |
|
|
2020
Q3 | $20M | Buy |
166,697
+1,860
| +1% | +$223K | 4.75% | 8 |
|
|
2020
Q2 | $20.1M | Sell |
164,837
-59
| -0% | -$7.19K | 5.04% | 7 |
|
|
2020
Q1 | $20M | Buy |
164,896
+11,094
| +7% | +$1.35M | 5.89% | 5 |
|
|
2019
Q4 | $17M | Buy |
153,802
+13,141
| +9% | +$1.45M | 4.15% | 8 |
|
|
2019
Q3 | $15.8M | Buy |
+140,661
| New | +$15.8M | 4.43% | 7 |
|