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HGWM
Harvest Group Wealth Management’s
iShares 7-10 Year Treasury Bond ETF
IEF
Stock Holding History
Harvest Group Wealth Management’s Portfolio
IEF Stock Details
IEF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-1
Closed
–
–
184
2022
Q2
$0
Buy
+1
New
+$103
﹤0.01%
199
2021
Q1
–
Sell
-1
Closed
–
–
343
2020
Q4
$0
Sell
1
-134
-99%
-$16.1K
﹤0.01%
738
2020
Q3
$16K
Buy
135
+1
+0.7%
+$122
0.01%
185
2020
Q2
$16K
Sell
134
-73
-35%
-$8.87K
0.01%
173
2020
Q1
$25K
Buy
207
+1
+0.5%
+$115
0.03%
118
2019
Q4
$22K
Buy
206
+1
+0.5%
+$111
0.02%
146
2019
Q3
$23K
Sell
205
-516
-72%
-$57.6K
0.03%
145
2019
Q2
$79K
Sell
721
-144
-17%
-$15.4K
0.1%
54
2019
Q1
$92K
Sell
865
-1,546
-64%
-$162K
0.08%
62
2018
Q4
$251K
Buy
2,411
+84
+4%
+$8.51K
0.32%
28
2018
Q3
$235K
Sell
2,327
-121,534
-98%
-$12.4M
0.16%
29
2018
Q2
$12.7M
Sell
123,861
-9,574
-7%
-$975K
8.77%
5
2018
Q1
$13.8M
Sell
133,435
-774
-0.6%
-$79.7K
9.29%
5
2017
Q4
$14.2M
Buy
+134,209
New
+$14.2M
8.63%
5
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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