Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-47
| Closed | -$5K | – | 704 |
|
|
2018
Q4 | $5K | Sell |
47
-442
| -90% | -$47K | ﹤0.01% | 550 |
|
|
2018
Q3 | $49K | Sell |
489
-843
| -63% | -$84.5K | 0.02% | 319 |
|
|
2018
Q2 | $137K | Sell |
1,332
-146
| -10% | -$15K | 0.05% | 194 |
|
|
2018
Q1 | $153K | Sell |
1,478
-89
| -6% | -$9.21K | 0.06% | 187 |
|
|
2017
Q4 | $165K | Sell |
1,567
-709
| -31% | -$74.7K | 0.06% | 185 |
|
|
2017
Q3 | $242K | Hold |
2,276
| – | – | 0.09% | 162 |
|
|
2017
Q2 | $243K | Hold |
2,276
| – | – | 0.1% | 153 |
|
|
2017
Q1 | $240K | Hold |
2,276
| – | – | 0.1% | 151 |
|
|
2016
Q4 | $239K | Hold |
2,276
| – | – | 0.11% | 151 |
|
|
2016
Q3 | $255K | Hold |
2,276
| – | – | 0.12% | 145 |
|
|
2016
Q2 | $258K | Hold |
2,276
| – | – | 0.12% | 137 |
|
|
2016
Q1 | $251K | Sell |
2,276
-1,900
| -45% | -$210K | 0.12% | 128 |
|
|
2015
Q4 | $440K | Buy |
+4,176
| New | +$440K | 0.2% | 88 |
|