NFG
Next Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.21M | Buy |
10,547
+4,327
| +70% | +$498K | 0.08% | 279 |
|
|
2021
Q3 | $717K | Sell |
6,220
-2,413
| -28% | -$278K | 0.06% | 354 |
|
|
2021
Q2 | $997K | Buy |
8,633
+3,125
| +57% | +$361K | 0.08% | 264 |
|
|
2021
Q1 | $622K | Buy |
5,508
+519
| +10% | +$58.6K | 0.06% | 354 |
|
|
2020
Q4 | $599K | Sell |
4,989
-4,992
| -50% | -$599K | 0.06% | 326 |
|
|
2020
Q3 | $1.22M | Sell |
9,981
-80,653
| -89% | -$9.83M | 0.13% | 166 |
|
|
2020
Q2 | $11M | Buy |
90,634
+76,575
| +545% | +$9.33M | 1.29% | 10 |
|
|
2020
Q1 | $1.71M | Buy |
14,059
+3,611
| +35% | +$439K | 0.22% | 102 |
|
|
2019
Q4 | $1.15M | Sell |
10,448
-2,576
| -20% | -$284K | 0.12% | 218 |
|
|
2019
Q3 | $1.47M | Sell |
13,024
-97,827
| -88% | -$11M | 0.16% | 156 |
|
|
2019
Q2 | $12.2M | Buy |
110,851
+72,441
| +189% | +$7.97M | 1.31% | 5 |
|
|
2019
Q1 | $4.1M | Buy |
38,410
+30,308
| +374% | +$3.23M | 1.04% | 8 |
|
|
2018
Q4 | $844K | Buy |
8,102
+4,492
| +124% | +$468K | 0.18% | 152 |
|
|
2018
Q3 | $365K | Sell |
3,610
-2,131
| -37% | -$215K | 0.17% | 126 |
|
|
2018
Q2 | $589K | Sell |
5,741
-3,633
| -39% | -$373K | 0.23% | 116 |
|
|
2018
Q1 | $967K | Buy |
9,374
+1,496
| +19% | +$154K | 0.2% | 125 |
|
|
2017
Q4 | $832K | Buy |
7,878
+173
| +2% | +$18.3K | 0.36% | 88 |
|
|
2017
Q3 | $823K | Sell |
7,705
-558
| -7% | -$59.6K | 0.23% | 104 |
|
|
2017
Q2 | $881K | Buy |
8,263
+70
| +0.9% | +$7.46K | 0.22% | 113 |
|
|
2017
Q1 | $873K | Sell |
8,193
-1,122
| -12% | -$120K | 0.24% | 96 |
|
|
2016
Q4 | $976K | Sell |
9,315
-4,981
| -35% | -$522K | 0.17% | 135 |
|
|
2016
Q3 | $1.6M | Buy |
14,296
+953
| +7% | +$107K | 0.29% | 75 |
|
|
2016
Q2 | $1.51M | Buy |
13,343
+1,568
| +13% | +$177K | 0.48% | 42 |
|
|
2016
Q1 | $1.3M | Buy |
11,775
+1,785
| +18% | +$197K | 0.46% | 48 |
|
|
2015
Q4 | $1.05M | Buy |
9,990
+44
| +0.4% | +$4.64K | 0.39% | 61 |
|
|
2015
Q3 | $1.07M | Buy |
9,946
+279
| +3% | +$30.1K | 0.38% | 62 |
|
|
2015
Q2 | $1.02M | Sell |
9,667
-3,182
| -25% | -$334K | 0.35% | 71 |
|
|
2015
Q1 | $1.39M | Sell |
12,849
-572
| -4% | -$62K | 0.45% | 45 |
|
|
2014
Q4 | $1.42M | Sell |
13,421
-423
| -3% | -$44.8K | 0.47% | 41 |
|
|
2014
Q3 | $1.44M | Buy |
+13,844
| New | +$1.44M | 0.29% | 78 |
|