Hobart Private Capital’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
Q3 | – | Sell |
-4,207
| Closed | -$486K | – | 110 |
|
|
2021
Q2 | $486K | Sell |
4,207
-1,903
| -31% | -$220K | 0.2% | 81 |
|
|
2021
Q1 | $690K | Sell |
6,110
-18,093
| -75% | -$2.04M | 0.28% | 57 |
|
|
2020
Q4 | $2.9M | Sell |
24,203
-14,104
| -37% | -$1.69M | 1.27% | 17 |
|
|
2020
Q3 | $4.67M | Buy |
38,307
+4,659
| +14% | +$568K | 2.41% | 10 |
|
|
2020
Q2 | $4.1M | Buy |
33,648
+24,432
| +265% | +$2.98M | 2.3% | 8 |
|
|
2020
Q1 | $1.12M | Buy |
9,216
+2,500
| +37% | +$304K | 0.77% | 33 |
|
|
2019
Q4 | $740K | Sell |
6,716
-1,356
| -17% | -$149K | 0.45% | 55 |
|
|
2019
Q3 | $908K | Sell |
8,072
-3,008
| -27% | -$338K | 0.62% | 45 |
|
|
2019
Q2 | $1.22M | Buy |
11,080
+7,155
| +182% | +$787K | 0.85% | 35 |
|
|
2019
Q1 | $419K | Buy |
+3,925
| New | +$419K | 0.32% | 81 |
|