MSI Financial Services’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
2016
Q4
$5.58M Sell
53,207
-4,474
-8% -$469K 0.18% 129
2016
Q3
$6.45M Sell
57,681
-245,730
-81% -$27.5M 0.22% 107
2016
Q2
$34.3M Buy
303,411
+203,670
+204% +$23M 1.23% 6
2016
Q1
$11M Buy
99,741
+66,143
+197% +$7.3M 0.46% 42
2015
Q4
$3.55M Buy
33,598
+16,752
+99% +$1.77M 0.16% 141
2015
Q3
$1.82M Buy
16,846
+727
+5% +$78.4K 0.14% 157
2015
Q2
$1.69M Sell
16,119
-3,872
-19% -$407K 0.12% 192
2015
Q1
$2.17M Buy
19,991
+12,362
+162% +$1.34M 0.15% 156
2014
Q4
$809K Buy
7,629
+2,723
+56% +$289K 0.09% 261
2014
Q3
$508K Buy
4,906
+1,643
+50% +$170K 0.06% 341
2014
Q2
$338K Buy
3,263
+878
+37% +$90.9K 0.05% 425
2014
Q1
$243K Buy
2,385
+1,962
+464% +$200K 0.04% 471
2013
Q4
$42K Sell
423
-52
-11% -$5.16K 0.01% 1081
2013
Q3
$49K Sell
475
-201
-30% -$20.7K 0.01% 881
2013
Q2
$69K Buy
+676
New +$69K 0.01% 759