Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-82
| Closed | -$9K | – | 596 |
|
|
2016
Q3 | $9K | Hold |
82
| – | – | ﹤0.01% | 784 |
|
|
2016
Q2 | $9K | Sell |
82
-58
| -41% | -$6.37K | ﹤0.01% | 788 |
|
|
2016
Q1 | $15K | Hold |
140
| – | – | 0.01% | 609 |
|
|
2015
Q4 | $15K | Sell |
140
-92
| -40% | -$9.86K | 0.01% | 650 |
|
|
2015
Q3 | $25K | Buy |
232
+5
| +2% | +$539 | 0.01% | 514 |
|
|
2015
Q2 | $24K | Sell |
227
-60
| -21% | -$6.34K | 0.01% | 552 |
|
|
2015
Q1 | $31K | Buy |
+287
| New | +$31K | 0.01% | 467 |
|