Landsberg Bennett & Dubbaneh’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-283,809
| Closed | -$34M | – | 260 |
|
2020
Q4 | $34M | Buy |
283,809
+29,697
| +12% | +$3.56M | 5.22% | 2 |
|
2020
Q3 | $31M | Buy |
254,112
+135,508
| +114% | +$16.6M | 5.42% | 3 |
|
2020
Q2 | $14.5M | Buy |
118,604
+27,448
| +30% | +$3.35M | 3% | 4 |
|
2020
Q1 | $11.1M | Buy |
91,156
+12,564
| +16% | +$1.53M | 3.1% | 5 |
|
2019
Q4 | $8.69M | Buy |
+78,592
| New | +$8.69M | 2.04% | 6 |
|