LifePlan Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.21M | Sell |
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2020
Q2 | $2.23M | Sell |
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2020
Q1 | $2.25M | Buy |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $1.38M | Sell |
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|
2019
Q2 | $1.46M | Sell |
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|
2019
Q1 | $1.96M | Sell |
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|
2018
Q4 | $2.05M | Sell |
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|
2018
Q3 | $3.1M | Sell |
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|
2018
Q2 | $3.42M | Buy |
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|
2018
Q1 | $3.22M | Sell |
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|
2017
Q4 | $4.68M | Hold |
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|
2017
Q3 | $4.68M | Sell |
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|
2017
Q2 | $4.95M | Buy |
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|
2017
Q1 | $2.91M | Sell |
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|
2016
Q4 | $3.31M | Sell |
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|
2016
Q3 | $3.81M | Sell |
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|
2016
Q2 | $6.11M | Buy |
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|
2016
Q1 | $5.92M | Buy |
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|
2015
Q4 | $4.24M | Buy |
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|
2015
Q3 | $4.32M | Buy |
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|
2015
Q2 | $877K | Buy |
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|
2015
Q1 | $383K | Buy |
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|
2014
Q4 | $290K | Buy |
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|
2014
Q3 | $273K | Buy |
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|
2014
Q2 | $211K | Sell |
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|
2014
Q1 | $208K | Sell |
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|
2013
Q4 | $564K | Buy |
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|
2013
Q3 | $193K | Sell |
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|
2013
Q2 | $384K | Buy |
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