Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.68M | Sell |
31,931
-3,813
| -11% | -$439K | 0.25% | 87 |
|
|
2021
Q2 | $4.13M | Sell |
35,744
-5,378
| -13% | -$621K | 0.28% | 80 |
|
|
2021
Q1 | $4.64M | Sell |
41,122
-9,306
| -18% | -$1.05M | 0.34% | 65 |
|
|
2020
Q4 | $6.05M | Buy |
50,428
+10,268
| +26% | +$1.23M | 0.46% | 43 |
|
|
2020
Q3 | $4.8M | Sell |
40,160
-30,208
| -43% | -$3.61M | 0.42% | 52 |
|
|
2020
Q2 | $8.58M | Buy |
70,368
+3,511
| +5% | +$428K | 0.83% | 20 |
|
|
2020
Q1 | $8.12M | Buy |
66,857
+41,263
| +161% | +$5.01M | 0.93% | 16 |
|
|
2019
Q4 | $2.82M | Buy |
25,594
+23,701
| +1,252% | +$2.61M | 0.26% | 84 |
|
|
2019
Q3 | $213K | Sell |
1,893
-448
| -19% | -$50.4K | 0.02% | 604 |
|
|
2019
Q2 | $258K | Buy |
2,341
+463
| +25% | +$51K | 0.03% | 561 |
|
|
2019
Q1 | $200K | Buy |
+1,878
| New | +$200K | 0.02% | 630 |
|