MinichMacGregor Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-17,726
| Closed | -$2.16M | – | 82 |
|
|
2020
Q3 | $2.16M | Buy |
+17,726
| New | +$2.16M | 1.02% | 24 |
|
|
2017
Q3 | – | Sell |
-18
| Closed | -$1K | – | 500 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 433 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 422 |
|
|
2016
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 421 |
|
|
2016
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 376 |
|
|
2016
Q2 | $2K | Buy |
18
+8
| +80% | +$889 | ﹤0.01% | 362 |
|
|
2016
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 383 |
|