Huntington Steele’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $334K | Sell |
3,240
-502
| -13% | -$51.7K | 0.09% | 60 |
|
|
2017
Q4 | $395K | Hold |
3,742
| – | – | 0.11% | 57 |
|
|
2017
Q3 | $399K | Sell |
3,742
-320
| -8% | -$34.1K | 0.12% | 56 |
|
|
2017
Q2 | $433K | Hold |
4,062
| – | – | 0.13% | 50 |
|
|
2017
Q1 | $429K | Hold |
4,062
| – | – | 0.13% | 48 |
|
|
2016
Q4 | $426K | Buy |
4,062
+320
| +9% | +$33.6K | 0.14% | 48 |
|
|
2016
Q3 | $419K | Hold |
3,742
| – | – | 0.14% | 44 |
|
|
2016
Q2 | $423K | Hold |
3,742
| – | – | 0.16% | 40 |
|
|
2016
Q1 | $413K | Hold |
3,742
| – | – | 0.17% | 39 |
|
|
2015
Q4 | $395K | Hold |
3,742
| – | – | 0.16% | 39 |
|
|
2015
Q3 | $404K | Hold |
3,742
| – | – | 0.18% | 36 |
|
|
2015
Q2 | $393K | Hold |
3,742
| – | – | 0.17% | 39 |
|
|
2015
Q1 | $406K | Hold |
3,742
| – | – | 0.17% | 35 |
|
|
2014
Q4 | $397K | Hold |
3,742
| – | – | 0.17% | 48 |
|
|
2014
Q3 | $388K | Hold |
3,742
| – | – | 0.16% | 47 |
|
|
2014
Q2 | $388K | Sell |
3,742
-164
| -4% | -$17K | 0.16% | 48 |
|
|
2014
Q1 | $397K | Hold |
3,906
| – | – | 0.18% | 46 |
|
|
2013
Q4 | $388K | Hold |
3,906
| – | – | 0.17% | 45 |
|
|
2013
Q3 | $399K | Hold |
3,906
| – | – | 0.2% | 45 |
|
|
2013
Q2 | $400K | Buy |
+3,906
| New | +$400K | 0.22% | 45 |
|