MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-40,583
| Closed | -$4.94M | – | 29 |
|
|
2020
Q3 | $4.94M | Sell |
40,583
-16,857
| -29% | -$2.05M | 7.06% | 4 |
|
|
2020
Q2 | $7M | Buy |
57,440
+22,629
| +65% | +$2.76M | 8.84% | 5 |
|
|
2020
Q1 | $4.23M | Sell |
34,811
-2,328
| -6% | -$283K | 5.67% | 6 |
|
|
2019
Q4 | $4.09M | Sell |
37,139
-397
| -1% | -$43.8K | 3.48% | 15 |
|
|
2019
Q3 | $4.22M | Buy |
37,536
+88
| +0.2% | +$9.9K | 4.39% | 11 |
|
|
2019
Q2 | $4.12M | Sell |
37,448
-723
| -2% | -$79.5K | 3.67% | 13 |
|
|
2019
Q1 | $4.07M | Buy |
+38,171
| New | +$4.07M | 4.11% | 11 |
|