IPC
Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $122K | Buy |
1,140
+310
| +37% | +$33.2K | 0.05% | 382 |
|
|
2017
Q1 | $88K | Sell |
830
-2,475
| -75% | -$262K | 0.03% | 471 |
|
|
2016
Q4 | $346K | Sell |
3,305
-3,160
| -49% | -$331K | 0.11% | 249 |
|
|
2016
Q3 | $723K | Sell |
6,465
-13,530
| -68% | -$1.51M | 0.23% | 154 |
|
|
2016
Q2 | $2.26M | Sell |
19,995
-17,375
| -46% | -$1.96M | 0.71% | 16 |
|
|
2016
Q1 | $4.12M | Buy |
37,370
+12,580
| +51% | +$1.39M | 1.15% | 8 |
|
|
2015
Q4 | $2.62M | Sell |
24,790
-262
| -1% | -$27.7K | 0.78% | 12 |
|
|
2015
Q3 | $2.7M | Buy |
25,052
+21,482
| +602% | +$2.32M | 0.59% | 34 |
|
|
2015
Q2 | $375K | Hold |
3,570
| – | – | 0.08% | 285 |
|
|
2015
Q1 | $387K | Buy |
3,570
+1,597
| +81% | +$173K | 0.08% | 276 |
|
|
2014
Q4 | $209K | Sell |
1,973
-42
| -2% | -$4.45K | 0.04% | 366 |
|
|
2014
Q3 | $209K | Buy |
2,015
+1,770
| +722% | +$184K | 0.06% | 465 |
|
|
2014
Q2 | $25K | Buy |
+245
| New | +$25K | 0.01% | 745 |
|