Kingfisher Capital’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 |
-10,179
| Closed | -$1.24M | – | 146 |
|
|
2020
Q1 | $1.24M | Sell |
10,179
-614
| -6% | -$74.6K | 0.64% | 62 |
|
|
2019
Q4 | $1.19M | Sell |
10,793
-183
| -2% | -$20.2K | 0.56% | 66 |
|
|
2019
Q3 | $1.23M | Buy |
10,976
+397
| +4% | +$44.6K | 0.74% | 61 |
|
|
2019
Q2 | $1.16M | Sell |
10,579
-119
| -1% | -$13.1K | 0.72% | 54 |
|
|
2019
Q1 | $1.14M | Buy |
10,698
+380
| +4% | +$40.5K | 0.73% | 52 |
|
|
2018
Q4 | $1.08M | Sell |
10,318
-1,362
| -12% | -$142K | 0.77% | 47 |
|
|
2018
Q3 | $1.18M | Sell |
11,680
-469
| -4% | -$47.5K | 0.63% | 53 |
|
|
2018
Q2 | $1.25M | Sell |
12,149
-1,475
| -11% | -$151K | 0.79% | 47 |
|
|
2018
Q1 | $1.41M | Sell |
13,624
-1,345
| -9% | -$139K | 0.9% | 41 |
|
|
2017
Q4 | $1.58M | Sell |
14,969
-379
| -2% | -$40K | 1% | 34 |
|
|
2017
Q3 | $1.64M | Sell |
15,348
-20,847
| -58% | -$2.22M | 1.08% | 31 |
|
|
2017
Q2 | $3.86M | Buy |
36,195
+1,120
| +3% | +$119K | 2.61% | 5 |
|
|
2017
Q1 | $3.7M | Buy |
35,075
+21,547
| +159% | +$2.28M | 2.67% | 4 |
|
|
2016
Q4 | $1.42M | Buy |
+13,528
| New | +$1.42M | 1.07% | 35 |
|