HHGA
Halbert Hargrove Global Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-71,051
| Closed | -$8.17M | – | 164 |
|
|
2021
Q4 | $8.17M | Sell |
71,051
-254,359
| -78% | -$29.3M | 0.52% | 18 |
|
|
2021
Q3 | $37.5M | Buy |
325,410
+23,926
| +8% | +$2.76M | 2.61% | 11 |
|
|
2021
Q2 | $34.8M | Buy |
301,484
+13,122
| +5% | +$1.52M | 2.29% | 11 |
|
|
2021
Q1 | $32.6M | Buy |
288,362
+19,616
| +7% | +$2.22M | 2.34% | 11 |
|
|
2020
Q4 | $32.2M | Buy |
268,746
+45,665
| +20% | +$5.48M | 2.44% | 11 |
|
|
2020
Q3 | $27.2M | Buy |
223,081
+8,302
| +4% | +$1.01M | 2.61% | 10 |
|
|
2020
Q2 | $26.2M | Buy |
+214,779
| New | +$26.2M | 3.85% | 7 |
|