JPLA
Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-405
| Closed | -$41K | – | 244 |
|
|
2022
Q2 | $41K | Sell |
405
-80
| -16% | -$8.1K | 0.03% | 193 |
|
|
2022
Q1 | $52K | Buy |
+485
| New | +$52K | 0.03% | 187 |
|
|
2021
Q4 | – | Sell |
-919
| Closed | -$106K | – | 309 |
|
|
2021
Q3 | $106K | Sell |
919
-1,000
| -52% | -$115K | 0.06% | 164 |
|
|
2021
Q2 | $222K | Hold |
1,919
| – | – | 0.13% | 119 |
|
|
2021
Q1 | $217K | Buy |
1,919
+14
| +0.7% | +$1.58K | 0.1% | 110 |
|
|
2020
Q4 | $229K | Buy |
1,905
+60
| +3% | +$7.21K | 0.16% | 97 |
|
|
2020
Q3 | $225K | Hold |
1,845
| – | – | 0.21% | 84 |
|
|
2020
Q2 | $225K | Sell |
1,845
-4,914
| -73% | -$599K | 0.2% | 82 |
|
|
2020
Q1 | $821K | Buy |
+6,759
| New | +$821K | 0.91% | 36 |
|