ML
McAdam LLC’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
Q4 | – | Sell |
-2,007
| Closed | -$244K | – | 165 |
|
|
2020
Q3 | $244K | Sell |
2,007
-328
| -14% | -$39.9K | 0.05% | 120 |
|
|
2020
Q2 | $285K | Hold |
2,335
| – | – | 0.06% | 91 |
|
|
2020
Q1 | $284K | Buy |
+2,335
| New | +$284K | 0.08% | 76 |
|
|
2018
Q4 | – | Sell |
-314
| Closed | -$32K | – | 301 |
|
|
2018
Q3 | $32K | Hold |
314
| – | – | 0.01% | 201 |
|
|
2018
Q2 | $32K | Hold |
314
| – | – | 0.01% | 190 |
|
|
2018
Q1 | $32K | Buy |
+314
| New | +$32K | 0.01% | 196 |
|