Noven Financial Group’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
Q1 | $24.7M | Buy |
+203,483
| New | +$24.7M | 20.16% | 1 |
|
|
2019
Q3 | – | Sell |
-199,908
| Closed | -$22M | – | 33 |
|
|
2019
Q2 | $22M | Buy |
+199,908
| New | +$22M | 11.19% | 6 |
|
|
2019
Q1 | – | Sell |
-192,545
| Closed | -$20.1M | – | 37 |
|
|
2018
Q4 | $20.1M | Buy |
+192,545
| New | +$20.1M | 18.95% | 1 |
|
|
2017
Q3 | – | Sell |
-2,312
| Closed | -$246K | – | 33 |
|
|
2017
Q2 | $246K | Buy |
2,312
+71
| +3% | +$7.55K | 0.16% | 29 |
|
|
2017
Q1 | $237K | Sell |
2,241
-32
| -1% | -$3.38K | 0.16% | 28 |
|
|
2016
Q4 | $238K | Sell |
2,273
-2,273
| -50% | -$238K | 0.16% | 28 |
|
|
2016
Q3 | $511K | Buy |
4,546
+2,273
| +100% | +$256K | 0.18% | 29 |
|
|
2016
Q2 | $257K | Hold |
2,273
| – | – | 0.17% | 27 |
|
|
2016
Q1 | $251K | Sell |
2,273
-130,456
| -98% | -$14.4M | 0.18% | 35 |
|
|
2015
Q4 | $14M | Buy |
132,729
+5,955
| +5% | +$629K | 10.65% | 2 |
|
|
2015
Q3 | $13.7M | Buy |
+126,774
| New | +$13.7M | 11% | 4 |
|