Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 958 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 897 |
|
|
2024
Q2 | – | Sell |
-15
| Closed | -$1.42K | – | 841 |
|
|
2024
Q1 | $1.42K | Buy |
+15
| New | +$1.42K | ﹤0.01% | 777 |
|
|
2023
Q4 | – | Sell |
-61
| Closed | -$5.59K | – | 871 |
|
|
2023
Q3 | $5.59K | Buy |
+61
| New | +$5.59K | ﹤0.01% | 593 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 849 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 864 |
|
|
2021
Q1 | – | Sell |
-93
| Closed | -$11K | – | 1059 |
|
|
2020
Q4 | $11K | Buy |
93
+87
| +1,450% | +$10.3K | ﹤0.01% | 614 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 810 |
|
|
2020
Q2 | $1K | Sell |
6
-63
| -91% | -$10.5K | ﹤0.01% | 707 |
|
|
2020
Q1 | $8K | Buy |
+69
| New | +$8K | ﹤0.01% | 522 |
|
|
2019
Q4 | – | Sell |
-954
| Closed | -$107K | – | 813 |
|
|
2019
Q3 | $107K | Buy |
+954
| New | +$107K | 0.03% | 231 |
|
|
2016
Q1 | – | Sell |
-206
| Closed | -$22K | – | 942 |
|
|
2015
Q4 | $22K | Buy |
+206
| New | +$22K | 0.02% | 430 |
|
|
2015
Q2 | – | Sell |
-1,149
| Closed | -$125K | – | 731 |
|
|
2015
Q1 | $125K | Hold |
1,149
| – | – | 0.09% | 161 |
|
|
2014
Q4 | $122K | Buy |
+1,149
| New | +$122K | 0.09% | 161 |
|