Kanaly Trust’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 | $24K | Sell |
229
-133
| -37% | -$13.9K | 0.01% | 397 |
|
|
2016
Q3 | $41K | Hold |
362
| – | – | 0.01% | 299 |
|
|
2016
Q2 | $41K | Sell |
362
-133
| -27% | -$15.1K | 0.01% | 309 |
|
|
2016
Q1 | $55K | Sell |
495
-400
| -45% | -$44.4K | 0.01% | 273 |
|
|
2015
Q4 | $95K | Buy |
895
+30
| +3% | +$3.18K | 0.02% | 214 |
|
|
2015
Q3 | $93K | Buy |
865
+333
| +63% | +$35.8K | 0.02% | 213 |
|
|
2015
Q2 | $56K | Sell |
532
-168
| -24% | -$17.7K | 0.01% | 300 |
|
|
2015
Q1 | $76K | Buy |
700
+308
| +79% | +$33.4K | 0.01% | 240 |
|
|
2014
Q4 | $42K | Buy |
392
+20
| +5% | +$2.14K | 0.01% | 304 |
|
|
2014
Q3 | $39K | Buy |
+372
| New | +$39K | 0.01% | 315 |
|
|
2013
Q4 | – | Sell |
-2,243
| Closed | -$229K | – | 551 |
|
|
2013
Q3 | $229K | Buy |
2,243
+168
| +8% | +$17.2K | 0.07% | 84 |
|
|
2013
Q2 | $212K | Buy |
+2,075
| New | +$212K | 0.07% | 77 |
|