Lyons Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.23M | Sell |
47,488
-9,304
| -16% | -$1.02M | 15.31% | 2 |
|
|
2019
Q3 | $6.39M | Buy |
56,792
+1,186
| +2% | +$133K | 16.61% | 2 |
|
|
2019
Q2 | $6.99M | Sell |
55,606
-8,227
| -13% | -$1.03M | 16.7% | 3 |
|
|
2019
Q1 | $6.81M | Buy |
63,833
+59,711
| +1,449% | +$6.37M | 19.14% | 2 |
|
|
2018
Q4 | $436K | Sell |
4,122
-756
| -15% | -$80K | 1.42% | 30 |
|
|
2018
Q3 | $498K | Sell |
4,878
-1,835
| -27% | -$187K | 0.99% | 34 |
|
|
2018
Q2 | $694K | Sell |
6,713
-972
| -13% | -$100K | 0.99% | 30 |
|
|
2018
Q1 | $798K | Buy |
7,685
+1,759
| +30% | +$183K | 1.21% | 24 |
|
|
2017
Q4 | $630K | Buy |
+5,926
| New | +$630K | 1.03% | 29 |
|
|
2017
Q3 | – | Sell |
-4,930
| Closed | -$525K | – | 54 |
|
|
2017
Q2 | $525K | Buy |
+4,930
| New | +$525K | 0.74% | 35 |
|
|
2016
Q4 | – | Sell |
-1,992
| Closed | -$223K | – | 47 |
|
|
2016
Q3 | $223K | Buy |
+1,992
| New | +$223K | 0.31% | 41 |
|
|
2015
Q1 | – | Sell |
-7,207
| Closed | -$763K | – | 59 |
|
|
2014
Q4 | $763K | Buy |
+7,207
| New | +$763K | 0.8% | 33 |
|
|
2014
Q3 | – | Sell |
-28,191
| Closed | -$2.93M | – | 69 |
|
|
2014
Q2 | $2.93M | Buy |
+28,191
| New | +$2.93M | 2.61% | 6 |
|