Interactive Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-437
| Closed | -$41.8K | – | 112 |
|
|
2022
Q4 | $41.8K | Hold |
437
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $42K | Hold |
437
| – | – | 0.02% | 125 |
|
|
2022
Q2 | $45K | Sell |
437
-2
| -0.5% | -$205 | 0.02% | 110 |
|
|
2022
Q1 | $47K | Buy |
439
+2
| +0.5% | +$222 | 0.02% | 122 |
|
|
2021
Q4 | $50K | Hold |
437
| – | – | 0.02% | 122 |
|
|
2021
Q3 | $50K | Hold |
437
| – | – | 0.02% | 121 |
|
|
2021
Q2 | $50K | Sell |
437
-2
| -0.5% | -$229 | 0.02% | 126 |
|
|
2021
Q1 | $50K | Buy |
439
+1
| +0.2% | +$117 | 0.02% | 122 |
|
|
2020
Q4 | $53K | Sell |
438
-7
| -2% | -$842 | 0.02% | 111 |
|
|
2020
Q3 | $54K | Hold |
445
| – | – | 0.03% | 104 |
|
|
2020
Q2 | $54K | Sell |
445
-28
| -6% | -$3.4K | 0.03% | 102 |
|
|
2020
Q1 | $57K | Sell |
473
-4
| -0.8% | -$460 | 0.05% | 68 |
|
|
2019
Q4 | $53K | Hold |
477
| – | – | 0.02% | 113 |
|
|
2019
Q3 | $54K | Hold |
477
| – | – | 0.02% | 97 |
|
|
2019
Q2 | $52K | Sell |
477
-5
| -1% | -$536 | 0.02% | 103 |
|
|
2019
Q1 | $51K | Sell |
482
-13
| -3% | -$1.36K | 0.02% | 89 |
|
|
2018
Q4 | $52K | Hold |
495
| – | – | 0.03% | 68 |
|
|
2018
Q3 | $50K | Sell |
495
-45
| -8% | -$4.59K | 0.02% | 90 |
|
|
2018
Q2 | $55K | Sell |
540
-3
| -0.6% | -$306 | 0.03% | 89 |
|
|
2018
Q1 | $56K | Sell |
543
-48
| -8% | -$4.94K | 0.03% | 81 |
|
|
2017
Q4 | $62K | Sell |
591
-26
| -4% | -$2.76K | 0.03% | 86 |
|
|
2017
Q3 | $66K | Sell |
617
-2
| -0.3% | -$214 | 0.03% | 77 |
|
|
2017
Q2 | $66K | Sell |
619
-8
| -1% | -$854 | 0.03% | 74 |
|
|
2017
Q1 | $66K | Buy |
627
+3
| +0.5% | +$315 | 0.03% | 78 |
|
|
2016
Q4 | $65K | Sell |
624
-22
| -3% | -$2.36K | 0.03% | 79 |
|
|
2016
Q3 | $72K | Sell |
646
-2
| -0.3% | -$224 | 0.04% | 74 |
|
|
2016
Q2 | $73K | Buy |
648
+4
| +0.6% | +$442 | 0.04% | 63 |
|
|
2016
Q1 | $71K | Sell |
644
-12
| -2% | -$1.31K | 0.04% | 58 |
|
|
2015
Q4 | $69K | Sell |
656
-1
| -0.2% | -$107 | 0.04% | 61 |
|
|
2015
Q3 | $71K | Sell |
657
-10
| -1% | -$1.06K | 0.04% | 55 |
|
|
2015
Q2 | $70K | Sell |
667
-443
| -40% | -$47.2K | 0.04% | 67 |
|
|
2015
Q1 | $120K | Buy |
1,110
+454
| +69% | +$49K | 0.06% | 54 |
|
|
2014
Q4 | $70K | Sell |
656
-47
| -7% | -$4.96K | 0.04% | 59 |
|
|
2014
Q3 | $73K | Hold |
703
| – | – | 0.04% | 57 |
|
|
2014
Q2 | $73K | Sell |
703
-26
| -4% | -$2.67K | 0.04% | 55 |
|
|
2014
Q1 | $74K | Sell |
729
-12
| -2% | -$1.22K | 0.04% | 51 |
|
|
2013
Q4 | $74K | Sell |
741
-7
| -0.9% | -$710 | 0.04% | 47 |
|
|
2013
Q3 | $76K | Sell |
748
-10,484
| -93% | -$1.06M | 0.05% | 46 |
|
|
2013
Q2 | $1.15M | Buy |
+11,232
| New | +$1.2M | 0.85% | 18 |
|
Other funds holding IEF
CCMG
