Ken Stern & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $9.78M | Buy |
96,680
+1,890
| +2% | +$191K | 4.26% | 6 |
|
|
2018
Q2 | $9.72M | Buy |
94,790
+981
| +1% | +$101K | 4.49% | 5 |
|
|
2018
Q1 | $9.68M | Buy |
93,809
+4,233
| +5% | +$437K | 4.26% | 6 |
|
|
2017
Q4 | $9.46M | Sell |
89,576
-2,324
| -3% | -$245K | 4.12% | 6 |
|
|
2017
Q3 | $9.79M | Buy |
91,900
+2,731
| +3% | +$291K | 4.33% | 5 |
|
|
2017
Q2 | $9.51M | Buy |
89,169
+863
| +1% | +$92K | 4.34% | 5 |
|
|
2017
Q1 | $9.41M | Buy |
88,306
+9,849
| +13% | +$1.05M | 4.41% | 5 |
|
|
2016
Q4 | $8.22M | Sell |
78,457
-9,304
| -11% | -$975K | 4.26% | 6 |
|
|
2016
Q3 | $9.82M | Buy |
87,761
+894
| +1% | +$100K | 6.78% | 2 |
|
|
2016
Q2 | $9.81M | Sell |
86,867
-146
| -0.2% | -$16.5K | 7.7% | 2 |
|
|
2016
Q1 | $9.6M | Buy |
+87,013
| New | +$9.6M | 6.66% | 3 |
|