Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-316
| Closed | -$29.6K | – | 785 |
|
|
2024
Q2 | $29.6K | Sell |
316
-310
| -50% | -$29K | ﹤0.01% | 572 |
|
|
2024
Q1 | $59.3K | Sell |
626
-136,977
| -100% | -$13M | ﹤0.01% | 415 |
|
|
2023
Q4 | $13.3M | Sell |
137,603
-29,045
| -17% | -$2.8M | 0.32% | 113 |
|
|
2023
Q3 | $15.3M | Buy |
166,648
+5,143
| +3% | +$471K | 0.4% | 84 |
|
|
2023
Q2 | $15.6M | Buy |
+161,505
| New | +$15.6M | 0.4% | 88 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 1567 |
|
|
2022
Q3 | $1K | Sell |
10
-8
| -44% | -$800 | ﹤0.01% | 1243 |
|
|
2022
Q2 | $2K | Buy |
18
+11
| +157% | +$1.22K | ﹤0.01% | 1046 |
|
|
2022
Q1 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 1104 |
|
|
2021
Q4 | $0 | Sell |
3
-25
| -89% | – | ﹤0.01% | 1278 |
|
|
2021
Q3 | $3K | Sell |
28
-5
| -15% | -$536 | ﹤0.01% | 956 |
|
|
2021
Q2 | $4K | Buy |
33
+5
| +18% | +$606 | ﹤0.01% | 912 |
|
|
2021
Q1 | $3K | Sell |
28
-46
| -62% | -$4.93K | ﹤0.01% | 961 |
|
|
2020
Q4 | $9K | Hold |
74
| – | – | ﹤0.01% | 719 |
|
|
2020
Q3 | $9K | Sell |
74
-41
| -36% | -$4.99K | ﹤0.01% | 723 |
|
|
2020
Q2 | $14K | Sell |
115
-197
| -63% | -$24K | ﹤0.01% | 595 |
|
|
2020
Q1 | $38K | Buy |
312
+284
| +1,014% | +$34.6K | ﹤0.01% | 393 |
|
|
2019
Q4 | $3K | Sell |
28
-264
| -90% | -$28.3K | ﹤0.01% | 893 |
|
|
2019
Q3 | $33K | Buy |
292
+143
| +96% | +$16.2K | ﹤0.01% | 449 |
|
|
2019
Q2 | $16K | Buy |
149
+72
| +94% | +$7.73K | ﹤0.01% | 549 |
|
|
2019
Q1 | $8K | Buy |
77
+49
| +175% | +$5.09K | ﹤0.01% | 589 |
|
|
2018
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 782 |
|
|
2018
Q3 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 804 |
|
|
2018
Q2 | – | Sell |
-227
| Closed | -$23K | – | 1055 |
|
|
2018
Q1 | $23K | Buy |
+227
| New | +$23K | ﹤0.01% | 451 |
|
|
2017
Q3 | – | Sell |
-35
| Closed | -$4K | – | 451 |
|
|
2017
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 612 |
|