LFG
LifePlan Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.21M | Sell |
18,106
-210
| -1% | -$25.6K | 0.95% | 34 |
|
|
2020
Q2 | $2.23M | Sell |
18,316
-211
| -1% | -$25.7K | 1.02% | 32 |
|
|
2020
Q1 | $2.25M | Buy |
18,527
+3,386
| +22% | +$411K | 1.22% | 27 |
|
|
2019
Q4 | $1.67M | Buy |
15,141
+2,907
| +24% | +$320K | 0.74% | 40 |
|
|
2019
Q3 | $1.38M | Sell |
12,234
-1,066
| -8% | -$120K | 0.65% | 43 |
|
|
2019
Q2 | $1.46M | Sell |
13,300
-5,108
| -28% | -$562K | 0.71% | 39 |
|
|
2019
Q1 | $1.96M | Sell |
18,408
-1,230
| -6% | -$131K | 1.05% | 31 |
|
|
2018
Q4 | $2.05M | Sell |
19,638
-11,039
| -36% | -$1.15M | 1.28% | 28 |
|
|
2018
Q3 | $3.1M | Sell |
30,677
-2,708
| -8% | -$274K | 1.68% | 20 |
|
|
2018
Q2 | $3.42M | Buy |
33,385
+2,224
| +7% | +$228K | 1.91% | 16 |
|
|
2018
Q1 | $3.22M | Sell |
31,161
-12,797
| -29% | -$1.32M | 1.88% | 17 |
|
|
2017
Q4 | $4.68M | Hold |
43,958
| – | – | 2.98% | 8 |
|
|
2017
Q3 | $4.68M | Sell |
43,958
-2,506
| -5% | -$267K | 2.98% | 8 |
|
|
2017
Q2 | $4.95M | Buy |
46,464
+18,921
| +69% | +$2.02M | 3.39% | 7 |
|
|
2017
Q1 | $2.91M | Sell |
27,543
-4,073
| -13% | -$430K | 2.02% | 20 |
|
|
2016
Q4 | $3.31M | Sell |
31,616
-2,396
| -7% | -$251K | 2.33% | 8 |
|
|
2016
Q3 | $3.81M | Sell |
34,012
-20,090
| -37% | -$2.25M | 2.61% | 8 |
|
|
2016
Q2 | $6.11M | Buy |
54,102
+433
| +0.8% | +$48.9K | 4.2% | 2 |
|
|
2016
Q1 | $5.92M | Buy |
53,669
+13,552
| +34% | +$1.5M | 4.21% | 2 |
|
|
2015
Q4 | $4.24M | Buy |
40,117
+104
| +0.3% | +$11K | 3.01% | 13 |
|
|
2015
Q3 | $4.32M | Buy |
40,013
+31,666
| +379% | +$3.42M | 3.14% | 11 |
|
|
2015
Q2 | $877K | Buy |
8,347
+4,816
| +136% | +$506K | 0.59% | 45 |
|
|
2015
Q1 | $383K | Buy |
3,531
+793
| +29% | +$86K | 0.25% | 48 |
|
|
2014
Q4 | $290K | Buy |
2,738
+106
| +4% | +$11.2K | 0.19% | 60 |
|
|
2014
Q3 | $273K | Buy |
2,632
+592
| +29% | +$61.4K | 0.23% | 55 |
|
|
2014
Q2 | $211K | Sell |
2,040
-6
| -0.3% | -$621 | 0.15% | 60 |
|
|
2014
Q1 | $208K | Sell |
2,046
-3,641
| -64% | -$370K | 0.17% | 59 |
|
|
2013
Q4 | $564K | Buy |
5,687
+3,796
| +201% | +$376K | 0.38% | 32 |
|
|
2013
Q3 | $193K | Sell |
1,891
-1,854
| -50% | -$189K | 0.16% | 45 |
|
|
2013
Q2 | $384K | Buy |
+3,745
| New | +$384K | 0.43% | 34 |
|