MA Private Wealth’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
Q3 | – | Sell |
-10,003
| Closed | -$1.16M | – | 90 |
|
|
2021
Q2 | $1.16M | Sell |
10,003
-188
| -2% | -$21.7K | 0.23% | 46 |
|
|
2021
Q1 | $1.15M | Sell |
10,191
-619
| -6% | -$69.9K | 0.24% | 46 |
|
|
2020
Q4 | $1.3M | Sell |
10,810
-25
| -0.2% | -$3K | 0.3% | 39 |
|
|
2020
Q3 | $1.32M | Buy |
10,835
+62
| +0.6% | +$7.55K | 0.31% | 39 |
|
|
2020
Q2 | $1.31M | Buy |
10,773
+17
| +0.2% | +$2.07K | 0.33% | 38 |
|
|
2020
Q1 | $1.31M | Sell |
10,756
-33
| -0.3% | -$4.01K | 0.38% | 31 |
|
|
2019
Q4 | $1.19M | Sell |
10,789
-22
| -0.2% | -$2.43K | 0.36% | 27 |
|
|
2019
Q3 | $1.22M | Sell |
10,811
-140
| -1% | -$15.7K | 0.34% | 35 |
|
|
2019
Q2 | $1.21M | Buy |
10,951
+128
| +1% | +$14.1K | 0.35% | 39 |
|
|
2019
Q1 | $1.15M | Sell |
10,823
-1,890
| -15% | -$202K | 0.37% | 41 |
|
|
2018
Q4 | $1.33M | Buy |
+12,713
| New | +$1.33M | 0.5% | 40 |
|