Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,397
| Closed | -$410K | – | 129 |
|
|
2020
Q1 | $410K | Buy |
+3,397
| New | +$410K | 0.09% | 97 |
|
|
2019
Q4 | – | Sell |
-5,240
| Closed | -$590K | – | 153 |
|
|
2019
Q3 | $590K | Buy |
+5,240
| New | +$590K | 0.12% | 111 |
|
|
2019
Q1 | – | Sell |
-10,859
| Closed | -$1.14M | – | 87 |
|
|
2018
Q4 | $1.14M | Buy |
+10,859
| New | +$1.14M | 0.34% | 68 |
|
|
2016
Q3 | – | Sell |
-15,981
| Closed | -$1.81M | – | 68 |
|
|
2016
Q2 | $1.81M | Sell |
15,981
-7,861
| -33% | -$888K | 0.67% | 33 |
|
|
2016
Q1 | $2.64M | Buy |
+23,842
| New | +$2.64M | 1.02% | 24 |
|
|
2015
Q4 | – | Sell |
-34,357
| Closed | -$3.71M | – | 88 |
|
|
2015
Q3 | $3.71M | Buy |
+34,357
| New | +$3.71M | 1.33% | 17 |
|