Klingman & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,283
| Closed | -$243K | – | 98 |
|
|
2017
Q2 | $243K | Hold |
2,283
| – | – | 0.06% | 84 |
|
|
2017
Q1 | $241K | Hold |
2,283
| – | – | 0.07% | 85 |
|
|
2016
Q4 | $239K | Sell |
2,283
-230
| -9% | -$24.1K | 0.07% | 83 |
|
|
2016
Q3 | $281K | Hold |
2,513
| – | – | 0.08% | 79 |
|
|
2016
Q2 | $284K | Hold |
2,513
| – | – | 0.09% | 76 |
|
|
2016
Q1 | $277K | Sell |
2,513
-450
| -15% | -$49.6K | 0.1% | 78 |
|
|
2015
Q4 | $313K | Hold |
2,963
| – | – | 0.12% | 82 |
|
|
2015
Q3 | $319K | Sell |
2,963
-136
| -4% | -$14.6K | 0.13% | 80 |
|
|
2015
Q2 | $325K | Hold |
3,099
| – | – | 0.13% | 69 |
|
|
2015
Q1 | $336K | Buy |
3,099
+1,679
| +118% | +$182K | 0.14% | 67 |
|
|
2014
Q4 | $150K | Buy |
+1,420
| New | +$150K | 0.06% | 96 |
|